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Jacobs Financial Limited

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Jacobs Financial Limited

Overview:

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

In March 2010 The Chartered Insurance Institute (CII) awarded the prestigious ‘Chartered Financial Planner’ title to Jacobs Financial 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.

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 Independent Financial Advisers, qualified to Advanced Financial Planning Certificate level and a Chartered Financial Planner we act for 8,000+ clients and have in excess of £100M client investments and plans under our direction.

History:

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 Jacobs Financial Ltd after a corporate restructure in 2011.

Formerly known as: Rhodes and Booth Ltd

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