01782 557800

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.

Pensions

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.

Corporate Services

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.

Investments

We are able to provide you with information on the best rates on the market at any time. With the Financial Services Compensation Scheme limit of £50,000 cover per institution we can provide up to date details of who owns who.

Life Insurance

We are able to provide you with information on the best rates on the market at any time. With the Financial Services Compensation Scheme limit of £50,000 cover per institution we can provide up to date details of who owns who.

What We Can Offer You

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Truly Independent advice

 
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We work with you for you

 
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Qualified advisor with decades of experience

 
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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.

Contact Us Today To Discuss Your Pension & Investments

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