Our History

Jacobs Financial Limited is a highly respected, independent financial advisory practice, based in Ilkley, West Yorkshire.

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The business was established in the 1970s as Rhodes and Booth Ltd. It has expanded over the years through several company acquisitions, mergers and name changes, becoming Jacobs Financial Ltd after a corporate restructure in 2011.

The latest stage in the business evolution was in late 2015 when Jacobs Financial Limited was acquired by Regency House Wealth Management Limited, and became part of the Cowgills group of businesses.

Cowgills are a leading independent firm of chartered accountants and business advisers based in the North West, with offices in Bolton, Manchester and Liverpool. Established for more than 30 years, with a team of 175, Cowgills work with all types of businesses and deliver an entrepreneurial ethos and partner-led approach which is tailored to help you achieve your ambitions and financial aspirations.

Our wealth management team work with a wide range of businesses and private clients and are dedicated to achieving and enhancing your financial goals. With resources available across both our Bolton and Ilkley offices, we are able to provide a solution that is most appropriate to you and meets your requirements.

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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.