Jack is a dedicated financial adviser with a profound focus on assisting clients in the critical phase of retirement planning. With an emphasis on maximizing tax efficiency and offering comprehensive insights into risk and rewards, Jack is renowned for his ability to navigate the complexities of retirement finance.
With his experience, Jack understands that retirement is not just a destination, but a journey. He partners closely with clients to understand their unique financial situations and aspirations, crafting tailored strategies that align with their retirement goals. By delving deep into tax optimization and risk assessment, Jack ensures that his clients transition into retirement with a sense of financial security and peace of mind.
Beyond his professional dedication, Jack is an avid sports enthusiast. He spends his leisure time actively engaging in various sports and fitness activities, including going to the gym, playing football and following his team Newcastle United.
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.
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- MSc Finance
- BA (Hons) Economics
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
Jack Logan
Independent Financial Adviser