Richard Jacobs Pension & Trustee Services Ltd was established in 1992 and operates from offices in Water Street, Newcastle-under-Lyme. We specialise in pensions and investments and believe there is no situation too large or too small, simple or complicated, where we cannot provide straightforward help and advice.
We are a small team of five with advice being provided by Richard Jacobs and Emily Jacobs, supported by Kate Barnard,Nikki Madden & Olivia Colley. Richard Jacobs, the principal owner and adviser of the company, started in the insurance industry in 1971, quickly becoming involved in pensions from 1973. Richard is an associate of the Chartered Insurance Institution by examination, a Chartered Insurance Practitioner, and holder of the advanced Financial Planning Certificate G60, which allows advice to be provided by the company in all areas of pensions and pension transfers.
The company is authorised and regulated by the Financial Services Authority, reference number 153640. Richard Jacobs is similarly authorised under individual reference number RDJ00004. Confirmation of this status can be found via the FSAï¿½s website. http://www.fsa.gov.uk/
A separate company, Richard Jacobs Pensions Ltd, is also owned and run by Richard Jacobs providing mainly administration and expert witness advice in pension related matters where such advice is not regulated by the Financial Services Authority. To obtain further information please use the link www.pensionsanddivorce.org.