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Providing Investment Research Expertise

At Jacobs Financial, as Chartered Financial Planners and Independent Financial Advisers (“IFAs”), we understand that building an investment portfolio can be a complicated process. Nowadays, there are so many funds and products on the market, it can be difficult to choose the right ones, however, unlike some other low cost internet based investment propositions, we are here to support and provide our clients with investment research expertise and advice.


When creating a portfolio, we strongly believe that it is vital to spread investment across the various asset classes (e.g. cash, equities, property and gilts) whilst addressing each client’s attitude to risk and reward.


Stock market volatility over the last few years has led many investors to question the value of investing in equities compared with other types of assets, such as cash and gilts. However, stock markets have experienced and survived difficult times and although past performance is not a guide to future performance, for those in it for the long term, the rewards could be considerable again.


We provide clients with a detailed analysis of their needs and circumstances to determine where they should spread their investment and will then constantly manage that portfolio in line with investment objectives.


The Jacobs Financial Wealth Management Service provides clients with access to a variety of Exchange Traded Funds (“ETFs”), for example iShares; collectives (unit trusts, investment trusts, OEICs); managed funds and direct assets, meaning that with our help clients can ensure that investments are spread over various asset classes with varying degrees of risk. This technical capability, coupled with product knowledge and fund expertise, enables us to make the complicated process much simpler.


We provide access to a significant range of discounts on over 1000 collective investment funds (unit trusts, offshore funds and OEIcs) in order to offer our clients better fund deals than they will find on the open retail market. 

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