Who we are

A forward thinking firm of independent financial advisers with extensive experience of dealing with both corporate and private clients

As Independent Financial Advisers and Chartered Financial Planners, Jacobs Financial Limited are professionally qualified and vastly experienced to ensure that we can work closely with you to help make the correct decisions for your financial future. We are independent, meaning we are not tied to any product providers or fund management houses, and consider all the available products and services to meet your financial needs and objectives.

We provide expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next. We understand that wealth means different things to different people and believe that no one is better placed to help you acquire wealth, use and enjoy it, protect it and pass it on.

We put our clients and the very heart of our business, ensuring that we clearly understand their personal, family and business goals. We tailor their financial plans and solutions to meet their objectives within the time frames that work best for them.

Our experience and unrivalled knowledge mean we understand and deliver what is most important to our clients.  With regular communication and online access to your investments, you will always be kept informed of the ongoing progress towards your financial goals.

We believe in a close working relationship which allows us to fully understand your financial needs and objectives, enabling us to develop a bespoke financial plan that can help secure your financial future.

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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 >


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

12 December 2018

Protect your family should the unforeseen happen


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


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


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


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


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