Jack Ballard

Independent Financial Adviser

+44 (0)203 031 9187

33 Swan House, Queen St, London, EC4R 1AP (Appointment Only)

For me, financial advice isn’t just about setting up a pension or investing your money. It’s about working out what you want from life and then creating a plan to help you achieve it.

I work closely with clients in the tech sector and I am doing a lot of work at the moment with clients at Microsoft.

Working with me, my goals are simple:

To help navigate the unique challenges of this fast-paced sector
To maximise the benefit from Microsoft’s share schemes
To help you avoid expensive and potentially irreversible mistakes
To act as a sounding board for all your financial decisions
To show you ideas you might not have seen before

And ultimately, to provide you with comprehensive and impartial financial advice to secure the future you want.

Outside of work, I’m a keen sports fan. When I’m not watching football, I’m likely to be either tinkering my Fantasy football or playing Golf (badly!).

I also like writing articles that give a helpful insight into financial planning, especially for people working in big tech, you can read my latest about Capital Gains Tax on the link here.

If you find it insightful, feel free to connect.

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Pension Transfers - Non Specialist

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Alessandra DiLorenzo

November 15, 2024

Jack Is professional, reliable, patient and my portfolio is growing. Nothing to fault, on the contrary I fully recommend Humboldt!

Stephen Nash

November 5, 2024

Having switched to AJ Bell they have delivered a better growth rate than I would have had with my previous pension provider and I constantly being updated by Jack on what is happening with my funds.

Lina Huertas

August 21, 2024

We have been working with Jack for a few months now and he has demonstrated real value, with a proactive, informed and knowledgeable approach. Despite the fact that we're always strapped for time, he has managed to make us find time to be more mindful of our finances, and he has helped us make decisions that will bring a real return, helping us get closer to our financial goals. Highly recommended.

Matt Jones

February 7, 2024

Jack has been excellent and blown me away with his knowledge of tax efficiencies and the potential I'm missing out on with my pension and investments. Hugely recommend him!

Ash Jeggo

February 3, 2024

I have been really impressed by Jack Ballard and James McNally-Nidd at Humboldt. I've been with them since October 2023, and they have helped me with my financial planning across pension, tax and risk. They are very knowledgeable and their approach has helped me to learn more about financial planning, meaning I feel confident in the decisions I am making. I'm only a few months in, but my pension performance with Humboldt so far has been better than my employers pension scheme. I would recommend Humboldt to anybody looking to improve their financial planning.

John Cook

December 9, 2023

Humboldt Financial, and my advisor Jack Ballard, have been fantastic in helping me sort out my many pensions from a lifetime of different jobs. They helped my hunt down forgotten pensions as well as helping me with planning tax-efficient savings. I just wish I had found this company years ago.