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Richard Jacobs Pension & Trustee Services Ltd.

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Richard Jacobs Pension & Trustee Services Ltd.

Overview:

Richard Jacobs Pension & Trustee Services Ltd was set up in June 1992. The company is authorised and regulated by the Financial Services Authority, reference number 153640. Richard Jacobs, the principal owner and adviser of the company is similarly authorised under individual reference number RDJ00004. Confirmation of this status can be found via the FSA’s website. http://www.fsa.gov.uk/

A separate company, Richard Jacobs Pensions Ltd, is also owned and run by Richard Jacobs providing mainly administration and expert witness advice in pension related matters where such advice is not regulated by the Financial Services Authority. To obtain further information please use the link www.pensionsanddivorce.org.

We are a small team of 5 with advice being provided by Richard Jacobs supported by Kate Barnard Diane Lewis, Emily Jacobs and Tara Fallows. Richard started in the insurance industry in 1971 quickly becoming involved in pensions from 1973. Richard is an associate of the Chartered Insurance Institution by examination, a Chartered Insurance Practitioner, and holder of the advanced Financial Planning Certificate G60, which allows advice to be provided by the company in all areas of pensions and pension transfers. Richard has worked in most areas of pensions. He has held a senior board appointment since the mid 1980’s setting up his own business in 1992.

Everyone at the company takes pride in their level of expertise with Richard regularly being called upon to provide comment in National newspapers and Best Advice columns in the leading weekly trade newspaper.

We specialise in pensions and investments and believe there is no situation too large or too small, simple or complicated, where we cannot provide straightforward help and advice. We are passionate about our straightforward approach providing simple solutions to complicated issues.
We operate from our own offices in Water Street, Newcastle Under Lyme, a property that is owned by Richard’s self invested personal pension.

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