Jacobs Financial is a highly respected, independent financial advisory practice, based in Ilkley, (Leeds/Bradford), West Yorkshire.
In March 2010 The Chartered Insurance Institute (CII) awarded the prestigious ‘Chartered Financial Planner’ title to Jacobs Financial Ltd.
Chartered status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism, capability and commitment to ethical good practice.
Managing Director, Phil Jacobs, who also holds the individual Chartered Financial Planner title, says “securing Chartered status for the company was a landmark achievement; we have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying”.
With nine Independent Financial Advisers, including a number qualified to Advanced Financial Planning Certificate level and a Chartered Financial Planner we act for 8,000+ clients and have in excess of £100M client investments and plans under our direction.
The business was established in the 1970s as Rhodes and Booth Ltd. It has expanded over the years through several company acquisitions, mergers and name changes, finally evolving as Jacobs Financial Ltd after a corporate restructure in 2011.
We continue to service clients originally introduced by the following companies:
Arthur B Salter (Financial Services) Ltd
Burton Hornsea and Partners
Cockroft Ramsbottom & Co Ltd
Jacobs Financial Management
Ramsbottom & Co Ltd
Rhodes and Booth Ltd
Rhodes Booth Ramsbottom & Co Ltd
Rhodes Booth Ramsbottom (Financial Services) Ltd
RBR (Financial Services) Ltd
RBR Jacobs Limited
Barfield Associates Limited
The CSW Partnership
CSW Jacobs Limited
If you would like to know more about the services we offer, please contact us at: email@example.com.
* Source: CII on 29.01.2008
Jacobs Financial Ltd
If you would like to know more about the services we offer, please contact us at: