WHAT WE DO
Corporate Planning

Through understanding your business and its needs and objectives we are able to offer advice and assistance to ensure both directors and employees are well protected, and foundations are laid for your business and staff to prosper.

We offer financial planning advice to businesses of all sizes across various sectors. Through understanding your business and its needs and objectives we are able to offer and advice and assistance to ensure both directors and employees are well protected, and foundations are laid for your business and staff to prosper.

Across a wide range of advice areas, including Business Protection, Employee Benefits and Retirement Planning we will work closely with you to meet your business needs. As part of our ongoing relationship with your business, we will offer regular review meetings, advice and support, and we make you aware of changing legislation and employer obligations.

Most recently there have been radical changes to pension legislation that impacts directly on all businesses, directors and employees.

 

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OTHER SERVICES

No matter what your challenge is, we’ve probably dealt with it before.



Managing and protecting your wealth (services)

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Managing and protecting your wealth (services)

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Corporate Planning

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Corporate Planning

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Savings & Investments

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Savings & Investments

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Pension and Retirement Planning

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Pension and Retirement Planning

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Employee Benefits

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Employee Benefits

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Business Protection

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Business Protection

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WHO LIKES US

I can without any hesitation say we have only ever been listened to carefully, our needs assessed, been given advice and then appropriate action taken. We…

- B Rogers

Full of praise for the service received. I have been advised for many years by Spencer, his advice in helping me achieve my goals has been…

- Ms K. C

I can highly recommend Spencer and Jacobs Financial Limited. Spencer tided up my financial affairs and also gave good advice on my pension, making things more…

- Ms J B

From the outset Spencer put in the time and effort to get to know me as a unique human being and has always tailored his advice…

- Mr G Perkins

The advice and service given to me by Jacobs Financial Limited has always been professional and tailored to meet my specific personal financial requirements. It has…

- RE Watson

With regards to Shaun who has been our financial advisor for many years we feel extremely confident that has has looked out for our needs and…

- Ms K Battye

The ongoing support and guidance provided by Shaun means I have a well structured, focused financial plan tailored to my personal requirements and life goals. I…

- Ms J Hughes

View our testimonials >

WHAT'S THE NEWS?

Grab a biscuit and a brew and read our latest news.

12 December 2018

Protect your family should the unforeseen happen

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We all intend that our plans will come good. But making sure that you and your family can cope if you fall ill or die prematurely…


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5 December 2018

Driving towards the next phase of your life

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At some point you’ll say ‘goodbye’ to your colleagues, get into your car and drive towards the next phase of your life – retirement. But when…


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28 November 2018

Protecting you and your family’s finances

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There are many things to consider when looking to protect you and your family. It may not be the most exciting of subjects, but it answers…


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13 November 2018

ISA rules and inheritance tax

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There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. This…


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13 November 2018

Cash may not be king

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CASH MAY NOT BE KING For most people over the age of 55, it is now possible to cash in or unlock all of your pension….


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CONTACT US

Get in touch, no hard sell, just a brew, a biscuit and a chat.