Testimonials

Find out who thinks we’re great

We are very proud to advise a collection of great, local businesses across various sectors and of different sizes. Many are only too ready to say what we’ve done for them.

 

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 first class. I would happily recommend to anyone.

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 manageable and easier to understand. He did this in a calm, professional and efficient manner.

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 to my individual needs. What is more, that advice has been extremely sound, resulting in excellent growth value of my investments.

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 always felt like dealing with close friends and the financial results have proved that the advice has been brilliant. I would always recommend 100% Spencer and the Jacobs team without reservation to anyone.

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 executed them extremely well. We would have absolutely no hesitation in recommending him to anybody. Over the years he has been a very informative and genuine advisor who we have complete faith in to give us what we required.

Ms K Battye -


 

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 enjoy out meetings with Spencer and would unreservedly recommend him

B Rogers -


 

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 would highly recommend Shaun to anyone wanting high quality financial advice.

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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