Richard Jacobs Pension & Trustee Services Ltd

Description

We are a family-run business that was set up 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.

Approach

We ask all clients to confirm if they have sustainable or ethical preferences. We do not believe exclusionary practices are all that should be taken into consideration. We believe that sustainable investments can be focused on individual beliefs including renewable energy and net zero. We discuss this in-depth and ensure that our recommended investments are in line with clients expectations