Jack Ballard

Independent Financial Adviser

+44 (0)203 031 9185

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

   EXCELLENT4.9 out of 5

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.

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.

Laura Parry

November 7, 2023

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.

Tommy M

October 18, 2023

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.

Samantha Webb

October 13, 2023

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

Dee Jay Nova

September 29, 2023

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!

Mark Mcneill

September 26, 2023

We were a referral through unbiased and thankfully we found our way to Humboldt and Jack Ballard. Both my wife and I are in our mid fifties and like many put these things off. Jack has made this process so much easier for us explaining things in layman’s terms to a couple of newbies. My wife’s public sector db pension is pretty straight forward. I had a number of different pensions db and dc schemes to wrestle with and Jack talked through our options based on our retirement dates and things we had to consider. He has made the process as easy as possible and we have done all our meetings over teams which has also worked really well as we don’t live in London. We would highly recommend Humboldt and Jack based on our experiences over last few months.

Oliver Brown

September 15, 2023

I had been putting off using a financial advisor for some time, thinking it would be a hassle, but wish I had done it sooner! It has been a very straight forward process and I have been well looked after by Jack. He has provided excellent and easy to follow advice along with listening to my short / long term goals, and getting a suitable strategy in place. I would highly recommend Humboldt if you need professional and friendly financial advice.

Tisha 12

August 28, 2023

Jack Ballard has been my advisor for approximately 18months now and has done a fantastic job - always approachable and friendly, knowledgeable in our update sessions, and always available to respond to my ad hoc queries, a great asset to the team!

Gaby Eastwood

July 26, 2023

So far, so good. Referred from Unbiased and was contacted promptly, I was a tad worried just from Humboldt being a newer company especially as I was looking at a long term plan, but my conversations with Jack - my advisor, were always professional and kind. He took the time to explain all steps which made me feel reassured in moving forward. I'm only at the beginning of the process currently, but at this stage I would reccomend.

Raminder Sagoo

July 11, 2023

Totally recommend Humboldt Financial for independent financial advice. Jack Ballard has been my financial advisor for a while now and he is professional, knowledgeable and always keen to understand my situation in order to present me with the best advice and deals. Thank you Jack! Look forward to continuing working with you!

Lisa Wilson

June 28, 2023

Jack Ballard provides independent financial advice in a professional, extremely patient, understanding, accommodating, approachable and friendly manner. The holistic financial planning enabled me to receive advice and make informed decisions based on all the factors that are important to me, and my individual circumstances. Jack recognises it is extremely important for me to understand financial advice in detail and patiently answered all the questions I considered necessary, in order to be comfortable with my decisions.