Jacobs Financial Ltd

Independent Financial Adviser Riverside Business Park, Leeds Road, Ilkley, West Yorkshire, LS29 8JZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
Bespoke advice following a thorough assessment of where you are now and how to get where you want to be.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Philip Jacobs ACII APFS
Director
Accreditations
Chartered Financial Planner
Shaun Davison
Independent Financial Adviser
adviser-person
Spencer Bennett
Independent Financial Adviser
Matthew Bromley
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Riverside Business Park, Leeds Road, Ilkley, West Yorkshire, LS29 8JZ

Contact us
About us

We hold the prestigious 'Corporate Financial Planner' title which is exclusively awarded to firms that have met rigorous criteria relating to professional qualifications, capability and commitment. Our origins stretch back almost 40 years, since when we have acted for over 10,000 clients. We have a team of highly qualified advisers providing impartial, best quality advice tailored to your own specific requirements, ensuring a strong, enduring relationship, built on trust.

Our services

Our financial planning process develops an investment framework that matches clients’ short, medium and long-term goals. Providing a financial strategy to ensure they remain on course to reach their objectives; setting realistic expectations which empower them with the confidence to ‘stay the course’ – even in the face of inevitable periods of market fluctuation. We offer a truly holistic approach which allows the consolidation of investments, pensions etc, all in one place. Our fully integrated, contemporary service is designed to manage, monitor and report on the client’s investment portfolio, facilitating a strong enduring partnership based on trust.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Compliance

Jacobs Financial Limited registered in England and Wales number 6766291. Authorised and regulated by the Financial Conduct Authority: 494370

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