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Professional Connections

As a Chartered Financial Planner firm of Independent Financial Advisers (IFAs) Jacobs Financial works with accountants, solicitors and other professionals for the benefit of mutual clients.


Our approach to wealth management and employee benefits automatically incorporates the services of the relevant specialists within our firm, and often requires us to work closely with clients’ other professional advisers to ensure that they benefit from the best experience and expertise available to them.


Whilst we provide a complete holistic financial planning service to our clients, we will often refer to accountants and solicitors where further specialist advice is required.  In turn, these related professional services firms may not have the capability to offer specialist advice in wealth management or financial planning, and are happy to refer to Jacobs Financial as an IFA they can trust.


If you would like to know more about the services we can offer in terms of professional partnerships, please contact us at: