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.

Mortgages

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.

Retirement Planning

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.

Estate 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.

Protection

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.

Our Company

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.

Latest News

The economy grew at an annual rate of 1.5% in the three months to June, down from 2.1% seen in the previous quarter.

The Bank also expects the economy to grow more than previously forecast this year, although uncertainties remain because of the Iran war.

The Bank also expects the economy to grow more than previously forecast this year, although uncertainties remain because of the Iran war.

The car giant says it expects fewer than 300 people will lose their jobs.

Interviews online may not allow young people to "shine" and communicate their "passion", the prime minister says.

The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

Disruption to global supplies of oil and liquid natural gas through the Strait of Hormuz has pushed up prices.

Speaking ahead of a visit to Barrow-in-Furness, the PM seeks to stress the economic benefits of defence spending.

It marks a change of tone for his administration, which has taken a more hands-off approach to the technology.

A US county flattened by Hurricane Rita is now the world's largest exporter of liquified natural gas.