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 announcement comes days after former CEO Pieter Elbers quit in the backdrop of a flight cancellation crisis.

The price of Brent crude oil to be delivered in May rose by a record 64% in March as the conflict disrupted energy supplies.

The chancellor tells the BBC it is "too early" to say exactly who would get help but hinted any support would not arrive until the autumn.

The chancellor tells the BBC it is "too early" to say exactly who would get help but hinted any support would not arrive until the autumn.

Rising living costs are pushing more people to rely on affordable food groups.

Typical household bills will fall by 7% when the new energy cap takes effect on 1 April 2026.

Many businesses have said they will have to pass higher wage costs onto customers.

Many businesses have said they will have to pass higher wage costs onto customers.

A string of bill increases have taken effect but minimum wage and benefit rises will help some to pay them.

A string of bill increases have taken effect but minimum wage and benefit rises will help some to pay them.