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 US president's comments lead to a drop in crude costs and a rebound in shares.

The conflict in the Middle East could raise the cost of petrol, household energy bills and even food.

The conflict in the Middle East could raise the cost of petrol, household energy bills and even food.

Official data shows shipments rose by 20% this year with growth in European and other Asia markets.

The chancellor said a meeting on Wednesday will explore ways to help households.

The BBC spoke to New Yorkers about how the conflict in Iran is driving up prices at the pump - and how it's impacting their wallets.

It has been the most volatile day of oil trading in world history, and there is much still to play out.

GPS jamming has made navigation hazardous in the Gulf, spurring efforts to develop alternatives.

Finance ministers and the IEA discussed options for stabilising oil prices which surpassed $100.

A shock to oil supplies is rattling financial markets, driving up prices at the pump and raising fears of a bigger economic hit.