WHAT WE DO
Managing and protecting your wealth (services)

We offer a wholly independent financial planning service to cater for all your financial needs. Whatever the economic climate, we will work with you to ensure your financial products remain sustainable for your requirements. We will help you to make the right choices when planning your financial portfolio. We tailor solutions for your current and future situation to ensure that you have the most suitable arrangements in place.

Firstly, we develop a clear understanding of your requirements, then, working in conjunction with our paraplanning team and liaising with technical experts and investment fund managers, we will put together a clear and concise set of in-depth and impartial recommendations.

As part of our commitment to you we will meet on a regular basis to ensure that our recommendations remain suitable should your requirements change in the future.

In addition to our regular reviews you will have an allocated Financial Planner dedicated to dealing with any concerns or issues that may arise and who will proactively liaise with you on your investments and present you with opportunities to your existing strategy. Our Financial Planners are backed by a professional support team who are always on hand to provide a timely response to your queries.

 

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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

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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.