Capey & Co Financial Planning Ltd - now Richard Jacobs Pension & Trustee Services Ltd
C&
Financial Advisors
Capey & Co Financial Planning Ltd - now Richard Jacobs Pension & Trustee Services Ltd
13 Brindley Court, Chesterton ST5 9QA
# Richard Jacobs Pension & Trustee Services Ltd
Richard Jacobs Pension & Trustee Services Ltd is a family-run financial planning firm established in 1992, based in Chesterton, Staffordshire. The business specialises in demystifying complex financial matters for individuals and employers alike.
The firm serves a diverse clientele, from individuals planning retirement and managing investments to employers of all sizes—from sole traders to organisations with 1,000 employees. They work with people at various life stages who need clarity on pensions, investments, insurance protection and employee benefits.
What sets Richard Jacobs apart is their commitment to straightforward, understandable advice tailored to individual circumstances. Rather than obscuring complexity in jargon, they present information in accessible ways. Their team includes qualified advisers with decades of combined experience, particularly in corporate services, where their dedicated co-ordinator brings over 20 years of employer and employee support.
The business maintains strong relationships with all major pension providers, streamlining administration that would otherwise be burdensome. They recognise that life insurance, investment strategy and retirement planning require personalised attention—understanding each client's risk tolerance, timescale and financial goals before recommending solutions.
Their client satisfaction statistics are notably high, with customers consistently praising the time taken to understand individual needs and the clarity of service offerings. This reputation reflects their ethos of working genuinely for clients, not simply processing transactions.
Richard Jacobs Pension & Trustee Services Ltd is a family-run financial planning firm established in 1992, based in Chesterton, Staffordshire. The business specialises in demystifying complex financial matters for individuals and employers alike.
The firm serves a diverse clientele, from individuals planning retirement and managing investments to employers of all sizes—from sole traders to organisations with 1,000 employees. They work with people at various life stages who need clarity on pensions, investments, insurance protection and employee benefits.
What sets Richard Jacobs apart is their commitment to straightforward, understandable advice tailored to individual circumstances. Rather than obscuring complexity in jargon, they present information in accessible ways. Their team includes qualified advisers with decades of combined experience, particularly in corporate services, where their dedicated co-ordinator brings over 20 years of employer and employee support.
The business maintains strong relationships with all major pension providers, streamlining administration that would otherwise be burdensome. They recognise that life insurance, investment strategy and retirement planning require personalised attention—understanding each client's risk tolerance, timescale and financial goals before recommending solutions.
Their client satisfaction statistics are notably high, with customers consistently praising the time taken to understand individual needs and the clarity of service offerings. This reputation reflects their ethos of working genuinely for clients, not simply processing transactions.
Services offered
Pension planning and administrationInvestment managementWorkplace pension schemesLife insuranceCorporate benefits advisoryTax planningEmployee benefitsBusiness insurance