Welcome to Jacobs Financial, Chartered Financial Planners 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.   

Wealth Management 
Trustee Services
Pensions & SIPPs
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A fully managed trustee service for our professional connections.

 

See how Jacobs Financial can ensure that you meet your obligations under the Trustee Act 2000, and allow your clients to receive the full benefit of Chartered Financial Planners.

 

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.

 

Click here to see Wealth & Management Flipbook

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

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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?

Pension Options on Retirement

If you have a pension fund worth in excess of £150,000, why not consider alternatives to traditional annuity purchase.