Richard Jacobs Pension & Trustee Services Ltd
We are a family-run business that was set up in 1992 and one of Staffordshire’s leading pension and investment advisers.
Our aim is to provide a friendly service that is right for you, simply offering straightforward help and advice.
We are proud of the high level of service we offer and believe that we have the skills and expertise our clients need.
Have you planned properly for your future? Regardless of the promises made by all modern day institutions, form filling and information gathering is never easy, we have contacts with all pension providers to ensure that normal day-to-day administration of your pensions is not only simplified but presented in a way that is understandable.
How you choose to invest depends on your attitude to risk, how long you want to invest your money for and how much access you need to your money. Where you invest it and for how long can make a big difference to the money you get back. So it’s really important to consider all the different saving and investment options.
Whether you are an employer with 1 to 1000 employees, we can advise and assist you with workplace pensions, business, life insurance cover, employee benefits and tax planning. Our team has a dedicated corporate services co-ordinator who has over 20 years experience in assisting employers and employees on a individual basis.
Did you know that more people insure their pets than their family? That’s because life insurance is one of those things we don’t like to think about. But if you want to help provide financial security for you and your family, it really is worth considering. We can help you to find the right cover at the right price.
Protect you and your family.
What We Can Offer You
Truly Independent advice
We work with you for you
Qualified advisor with decades of experience
Peace of mind about your financial planning
If we can help with your financial affairs, life cover, investments or planning for retirement, then please do not hesitate to get in touch.
Our Client Satisfaction
We are very proud of our fantastic feedback statistics from our clients
Service is well defined - I know what I am getting
The adviser took the time to understand my needs