Welcome to RBR Jacobs, a Chartered Financial Planner based in Ilkley, (Leeds/Bradford).  We provide independent financial advice to private and corporate clients.

Chartered status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism, capability and commitment to ethical good practice.  Of the 5,500+ IFA firms currently trading in the UK, only 112 have achieved Chartered status, with just four others in the Yorkshire region*. 

Holistic Review

Take a “big picture” look at your current financial situation.  Work out where you are now and where you want to be in relation to your future needs and objectives.

Unlocking tax-free cash from your pension

Unlock tax-free cash entitlement from your pension fund and leave the remainder to provide a pension when you retire.

Online Wealth Management

A fully integrated, web-based Wrap* service, designed to manage, monitor and report on your investment portfolio.  It provides access to significant discounts on over 1,000 funds.
 

*  Wrap enables all of your investments including your pension, to be administered together.

Taking control of your Pension
 

Fed up with insurance companies?  A self-invested personal pension (SIPP) allows you to consolidate your pension funds and unbundle their administration, giving you access to a much wider range of permitted investments.

Pension Transfer Advice

 
Is your defined benefit (final salary) occupational pension scheme being wound up?  Is your previous employer insolvent and winding-up its defined benefit occupational pension scheme?  Is your pension scheme underfunded?