JACOBS & HARRIS FINANCIAL ADVISERS – Jaguar Enthusiasts' Club South Wales

JACOBS & HARRIS INDEPENDENT FINANCIAL ADVISERS

Jacobs and Harris Ltd is a Chartered Independent Financial Advisory company which is directly authorised by the Financial Conduct Authority. The Company is not part of a network or owned by a larger parent that can dictate how services are delivered and, as such, has not only tailored its own advanced customer service proposition, but is closely in touch with the needs of its many clients.

Established in 2013, Jacobs and Harris Ltd plans to build on its core values of honesty, integrity, fairness and ongoing service. We aim to provide impartial, independent financial advice at the outset and importantly, to build long term relationships with our clients to ensure our recommendations continue to be tailored to meet their individual and family needs.

We all need to save for the future – perhaps just as a rainy day fund or maybe to fund some important future event such as your child’s wedding. Sound investment planning starts with understanding your investment goals and time horizons. Next it is vital to establish your attitude to investment risk. This is important for sensible investing and Jacobs and Harris can help you determine an investment strategy appropriate for your needs and the investments products best-suited to your investment attitude and tax position.

We will discuss with you what your aims are and recommend suitable products to help you achieve those aims and then regularly monitor and review your progress toward your goals.

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