Savings & Investments
We all need to put save money to save for the future – perhaps just as a rainy day fund or maybe to fund some important future event such as a child’s wedding.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We all need to put save money to save for the future – perhaps just as a rainy day fund or maybe to fund some important future event such as a child’s wedding.
We can save you both time and money by helping you select the best type and the most competitive mortgage available and helping you to complete the large amount of paperwork.
We all want to be able to enjoy a long comfortable retirement. As people’s life expectancy increases, pension planning has become a very important part of personal financial planning.
Jacobs and Harris have a wealth of experience in helping people arrange their estates to minimise potential inheritance tax and to ensure it is distributed according to their wishes.
Jacobs and Harris can give you guidance on what type and level of protection is suitable for you and review your current protection to ensure get the right cover at a competitive price.
Jacobs & Harris provided a comprehensive review of my various personal and company pensions and the options I have for taking income from them in retirement.
They presented their report in a clear and easily understandable format which has allowed me to choose the best option for planning a comfortable retirement.
Mr Keith Jones, Llanelli.
Established in 2013, Jacobs and Harris Ltd plans to build on its core values of honesty, integrity, fairness and ongoing service. We aim to provide impartial, independent financial advice at the outset and importantly, to build long term relationships with our clients to ensure our recommendations continue to be tailored to meet their individual and family needs.
A former editor describes the massive cuts as one of the "darkest days" in the history of the storied newspaper.
Staff and clients say they are desperate for answers following the sudden closure of PM Law.
Bar owner Jobe Ferguson says he is devastated to close TNQ in the Northern Quarter after 22 years.
Novo Nordisk is facing "unprecedented" price pressures, "intensifying competition" and patents expiring.
Precious metal price voliatility continues as geopolitical tensions push investors to safe-haven assets.
Prized for its beauty, teak is in short supply, forcing the yacht industry to look for alternatives.
Millions could be entitled to compensation as a result of commission arrangements between lenders and dealers.
Gold has fallen from recent highs but there are several reasons investors are still finding refuge in the precious metal.
The social media platform recently announced that it was axing around 15% of its workforce.
Elon Musk's X and Grok platforms are facing increased scrutiny from authorities on both sides of the channel.
© Jacobs and Harris Ltd. 2013
Jacobs and Harris Ltd. Registered in England & Wales 8098493
Authorised and Regulated by the Financial Conduct Authority
Jacobs and Harris: financial advice, financial assistance, financial advice Wales, financial advice Cardiff, mortgage advice, financial planning, annuity, bond, capital gain tax, critical illness insurance, finance, financial adviser, financial adviser in Cardiff, financial adviser in Wales, investment, inheritance planning, insurance, income drawdown, life insurance, lifetime planning, mortgage, buy to let mortgage, remortgage, first time mortgage, OEIC, pension, pension review, retirement planning, shares, SIPP, tax, tax planning, inheritance tax planning, will, tust, trust fund, unit trust, ISA, stocks and shares ISA, junior ISA