Our team

Meet the people are at the heart of what we do

We recognise our client's needs and what they want from their wealth manager. Our people have a combination of knowledge and specialisms and over 70 years of experience combined.

Matthew Bromley
Director & Chartered Financial Planner

With over 20 years experience Matthew joined Cowgill Holloway Wealth Management in 2013 as an Independent Financial Adviser, and was appointed as a Director of Jacobs Financial Limited in 2016. Previously working in Private Banking, dealing with all aspects of corporate and high net worth individual financial planning, Matthew is vastly experienced in all areas of Financial Planning and Wealth Management. Matthew is a Chartered Financial planner and specialises in pre and post retirement pension and investment planning for individuals.

matthew.bromley@jacobsfinancial.co.uk

Specialisms: Pensions and Retirement Planning

Chris Harrington
Director

Chris has worked in financial services for over 20 years, with the majority of those served at Cowgill Holloway Wealth Management as a Director. Chris was actively involved in the acquisition of Jacobs Financial Limited of which he is also a Company Director, actively overseeing the growth of the business. Many of Chris’s clients are business owners and high net worth individuals. His main areas of advice are investments, pre and post retirement planning, plus general financial advice and restructuring.

email@rbr-jacobs.co.uk

Specialisms: Savings and Investment

Shaun Davison
Financial Planning Director

With several years’ experience Shaun joined Jacobs Financial Limited in May 2016 as an Independent Financial Adviser.

Shaun initially gained experience with a national Banking group, and then progressed to managing a portfolio of clients with a regional IFA practice. Shaun has now built up a wealth of experience in all areas of Financial Planning and Wealth Management with Private Clients and Family and Privately Owned Businesses. Shaun specialises in Pension and Investment advice with particular expertise and strength in tax planning. He is a firm believer in developing and maintain strong relationships and trust with all his clients

shaun.davison@jacobsfinancial.co.uk

Specialisms: Savings, Investment and Tax Planning

Spencer Bennett
Financial Planning Director

With more than 30 years’ experience in the industry, Spencer joined Jacobs Financial in July 2017 to support the growth in the business.

Spencer has a wealth of experience working both in accountancy and legal practices, as well as national financial planning businesses. This experience has helped to develop Spencer’s skills in advising both private and corporate clients in all areas of financial planning including wealth management, investment and retirement planning.

spencer.bennett@jacobsfinancial.co.uk

Specialisms: Corporate and Business Planning, Wealth Management

Stacey Cole
Client Manager

Stacey has worked in financial services since 2002, specialising in employee benefits. Stacey works with our corporate client to help put in place and maintain the right schemes that best meet their objectives.

stacey.cole@jacobsfinancial.co.uk

Specialisms: Employee Benefits

Dawn Scott
Practice Manager

With over 40 years’ experience in the industry Dawn joined Cowgill Holloway Wealth Management in 2012 as Practice Manager, working closely with the Directors to manage the compliance function. Dawn joined the Jacobs team in 2015.

dawn.scott@jacobsfinancial.co.uk

Specialisms: Compliance

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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

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