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Jacobs Financial Limited


Independent Financial Advisors in Ilkley, West Yorkshire

Independent Financial Adviser in Ilkley, West Yorkshire Jacobs Financial Limited

Address: Riverside Business Park, Leeds Road, Ilkley,
West Yorkshire, LS29 8JZ
(Also covering ALL BD postcode areas)
Telephone: 01943 886 922
Fax: 01943 604 135
E-mail: enquiries@jacobsfinancial.co.uk
Visit our Web Site: www.jacobsfinancial.co.uk

Contact: Philip Jacobs ACII APFS Chartered Financial Planner, Managing Director

About our company

Jacobs Financial is a highly respected, independent financial advisory practise based in Ilkley, (Leeds/Bradford), West Yorkshire.

In March 2010 we were awarded the highly prestigious ‘Chartered Financial Planner’ title. This is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism, capability and commitment to ethical good practise.

We have an unblemished reputation providing sound financial advice, complimented by a proven service built on trust and reliability. Our six qualified advisers are supported by an efficient and friendly team of administrators with an overall joint aim of ensuring that our clients receive and enjoy the best possible experience when dealing with Jacobs Financial.

Since the business was established in the 1970s, it has grown through several company acquisitions and mergers and, following a corporate restructure in 2011, became Jacobs Financial Limited.

The table below gives an indication of the range of services we can provide; however it is not exhaustive.

Personal Corporate
» Investment and Savings
» Retirement Planning
» Life Cover
» Income Protection
» Critical Illness
» Private Medical Insurance
» Inheritance Tax Planning
» Long Term Care
» Servicing of Mortgage Arrangements
» Employee Benefits
» Group Personal Pensions
» Group Life
» Group Income Protection
» Group Critical Illness
» Keyman Insurance
» Share Protection
» Executive Pensions

If you would like to know more about any of the services we provide, please contact us at enquiries@jacobsfinancial.co.uk.

Jacobs Financial Limited is monitored and regulated by the Financial Services Authority (FSA).

Not all of the above products/services are regulated by the FSA.


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