About Richard Jacobs Pension & Trustee Services Limited

We are a small family business that is nationally recognised with over 40 years’ experience. Our team is based in Brindley Court, Newcastle-under-Lyme. 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.

About Our Team

Richard Started Working In The Pension Industry

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 Richard Jacobs Pensions

Kate Barnard joined in 2000 and is the business manager as well as being a director. Kate specialises in self invested personal pensions.

Richard’s Daughter Emily Joins The Family Business

Richard’s daughter, Emily, started working for the family business in 2007 and specialises in saving for, and accessing, benefits at retirement. Emily is our principle IFA and liaises with the majority of our new clients.

Gemma Joins The Team

Gemma Lovatt joined us in 2014 and is our technical new business administrator. Gemma’s main role is to support Emily in providing a smooth new business process. Gemma’s main focus is from the point of application until completion, liaising with clients throughout the process.

Sarah Joins The Team

Sarah Gorton joined us in 2015 and is our Corporate Schemes Co Ordinator. Sarah has over 20 years experience in the financial services industry. Sarah runs our corporate services department and can help our clients with autoenrolment, pensions and company insurances. Sarah is an associate of the Pensions Management Institute.

Sean Joins The Team

Sean joined our team in 2018 and assists Emily with technical
administration support known as paraplanning. Sean is working towards his
paraplanning certification. He is the key contact for clients pre sales.

Jessica Joins The Team

Jessica Ashley Smith joined us in 2019 and is our administration assistant. Jessica supports Kate on a day to day basis in the existing client team. Jessica is also our receptionist and the first point of contact for new and existing clients.