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We are a small family business that is nationally recognised with over 30 years’ experience. Our team, based in Brindley Court, Newcastle-under-Lyme, provides financial advice on:
- Life Insurance
Everyone at Richard Jacobs receives constant training so that we can offer our clients the highest level of service and advice.
Richard Jacobs, our principle owner and adviser, started his career in the insurance industry in 1971, quickly becoming involved in pensions from 1973. Kate Barnard joined in 2000 and specialises in self invested personal pensions, property purchase within pensions and life insurance.
Richard’s daughter, Emily, started working for the family business in 2007 and specialises in workplace pensions, saving for, and accessing, benefits at retirement.
Our support team includes Gemma Lovatt who joined us in 2014 as a pensions administrator. In July 2015, we strengthened our team to five with Sarah Gorton joining as the workplace pension expert.
We are authorised and regulated by the Financial Conduct Authority. Our reference number 153640 and confirmation of this can be found on the FCA's website.
- Meet the Team
- Charity News
Richard is an associate of the Chartered Insurance Institution, a Chartered Insurance Practitioner, holding the Financial Conduct Authority’s permission to conduct pension transfers. He has had several papers published. He has broadcast on both local and national radio and has also acted as an expert witness on pensions since before 1992. Richard is a Resolution accredited divorce specialist fully experienced and practiced in the areas of the collaboration and mediation. He is a member of the North Staffordshire Chamber and Rotary.
Emily is a Director and has achieved both her Certificate and Diploma in Financial Planning. Emily is working towards achieving chartered status, already being authorised to deal with pension transfers. Emily holds the PMI Certificate in Pensions Auto Enrolment, advising employers on their workplace pensions. Emily also advises clients on the many options on taking benefits in retirement, identifying the best solution for the client.
Kate, who is also one of our Directors, is responsible for the smooth running of the company and has gained the Certificate in Financial Administration. She deals with more technical administration matters, in particular the ongoing administration of our many self invested clients. Kate also specialises in life insurance including Key Man, Group Life and Critical Illness.
Gemma provides support to Emily and Kate on auto enrolment and client administration. She works closely with Richard producing our in-house investment performance statistics.
Sarah has worked in financial services for over 15 years and has achieved her Financial Planning Certificate 1 and 2 and pension simplification exams. She is an expert in the field of auto enrolment, helping companies to ensure they are complying with the new workplace pension regulations.