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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.

Lina Huertas
August 21, 2024
Stephen Nash
August 21, 2024
Isabella Carini
August 13, 2024
Matt Jones
February 7, 2024
Ash Jeggo
February 3, 2024
John Cook
December 9, 2023
Laura Parry
November 7, 2023
Tommy M
October 18, 2023
Samantha Pawsey
October 13, 2023
Dee Jay Nova
September 29, 2023
  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice
  • BA (Hons) Banking and Finance

Fancy a chat?

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

Jack Ballard

Independent Financial Adviser

+44 (0)203 031 9187