Jack Logan

Independent Financial Adviser

+44 (0)203 031 9186

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

   EXCELLENT4.9 out of 5

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.

Chris Stansbury

May 7, 2024

I found Humboldt by following the link to unbiased via MSE. Jack Logan contacted me shortly afterwards. We have now met, via Teams, twice. Each meeting was held at a convenient time for me, taking into account my other commitments. I am now looking forward to a fruitful progression to my pension.

Sam Saxby

April 5, 2024

Jack Logan at Humboldt has been my financial adviser for the past year and is helping me with my pension savings. I'm a novice with regard to investments and Jack is approachable and discusses financial matters in a way that's easy to understand. He listens and gives appropriate advice. He makes the process interesting (enjoyable even). It's only been a year, but so far I'm very happy with how my pension fund is performing.

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!

Philip Baker

January 9, 2024

Five Star this far. I have been quite nervous about how to secure peace of mind and an income as the issue has occurred late in my retirement. I feel more comfortable now having been introduced to Jack Logan and am looking forward to a long and fruitful relationship with Jack and Humboldt Financial.

Harjinder Kalsi

October 28, 2023

Unbiased referred me to Humboldt Financial Ltd for assistance with my Pension and Retirement planning. I want to express my gratitude to Jack Logan for his expert advice in helping me chart a course for my retirement that aligns with my goals.

Ellis Hartley

October 18, 2023

This was the first time I worked with a financial adviser for my financial planning and I found the planning really good. I worked with Jack Logan who helped me to plan out my savings and gave me a great idea of my retirement projections.

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!

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.

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.

Declan Berryman

June 16, 2023

I had a comprehensive financial review with Jack Logan, he made all the recommendations clear and helped me feel at ease with my financial planning.