Jack Logan
Independent Financial Adviser
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.
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 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.
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.
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’ve had a very good experience with Humboldt who have advised me thoughtfully and intelligently, dealing both with Francis Gill and Jack Logan. The world of finance can be intimidating but Jack always speaks in layman’s terms so I can understand more easily. Thank you!
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.
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.
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.
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 AdviceÂ
- 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
Independent Financial Adviser