Richard Jacobs Pension & Trustee Services Ltd

We are a family-run business established in 1992.

We aim to provide a friendly service that is right for you, merely offering straightforward help and advice.

We are proud of the high level of service we provide 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.

Corporate Services

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 an individual basis.

Life Insurance

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.

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


Overall Average Rating

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