RBR Jacobs is a long-established, highly respected, independent financial advisory practice, based in Ilkley, (Leeds/Bradford), West Yorkshire.

In March 2008 The Chartered Insurance Institute (CII) awarded the prestigious ‘Chartered Financial Planner’ title to RBR Jacobs 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.  Indeed, of the 5,500+ IFA firms currently trading in the UK, there are very few have achieved it.

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 eight Independent Financial Advisers, including a number qualified to Advanced Financial Planning Certificate level and two Chartered Financial Planners we act for 8,000+ clients and have in excess of £75M 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 RBR Jacobs Ltd after a management buyout in June 2006.

We continue to service clients originally introduced by the following companies:

Arthur B Salter (Financial Services) Ltd

RBR (Financial Services) Ltd 

If you would like to know more about the services we offer, please contact us at: enquiries@rbr-jacobs.co.uk.

* Source: CII on 29.01.2008 

RBR Jacobs Ltd

If you would like to know more about the services we offer, please contact us at:

enquiries@rbr-jacobs.co.uk