WHAT WE DO
Savings & Investments

We independently research the whole of the market to deliver an appropriate savings and investment strategy and recommendation for you.

Our knowledge and experience ensures we will deliver bespoke advice to your individual circumstances. Regular review meetings and regular communication we are able to ensure your financial planning arrangements can adapt and change with you.

Our advice process will factor in your individual circumstances and take account of your level of risk tolerance and tax position to build a bespoke solution to meet your savings and investment goals.

A free without obligation meeting will allow us to offer a full overview of our service and enable us to evaluate your current cash flow position, understand your current position regarding assets and liabilities and listen to your future goals and aspirations.

We independently research the whole of the market to deliver an appropriate savings and investment strategy and recommendation for you.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

 

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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.