Jack Ballard
Independent Financial Adviser
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.
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.
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.
I have loved how professional and approachable receiving financial advice from Humboldt has been. Jack Ballard has been incredibly friendly, supportive and knowledgable when providing advice and has made the entire experience effortless. I would highly recommend his services.
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!
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.
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.
Humboldt reached out to me and I'm glad they did. I have to say I have been thoroughly impressed with the service provided by Jack Ballard who has proven himself to be friendly, supportive and extremely knowledgeable about RSUs, pensions and all aspects of financial planning. Each meeting has been well planned and structured and each aspect explained in detail. Very happy and would recommend to others.
A great service, that was very clear. I worked with Jack who helped me put the best insurance policy in place for me. I’m looking forward to our continued work together.
We found Humboldt through unbiased, and have been really pleased with all the advise we’ve had, Jack has walked us through all options from pensions, to shares and insurances, would highly recommend
Humboldt have been really excellent in providing guidance and advise for me and my business. Working with Jack in the past few weeks has really made a difference in helping me to make wise decisions and setting me on the path to a more secure financial future!
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- BA (Hons) Banking and Finance
Fancy a chat?
- Free 60 minute initial consultation
Contact Jack through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Independent Financial Adviser