Jack Logan

Independent Financial Adviser

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  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice
  • MSc Finance
  • BA (Hons) Economics
 

Jack Logan is an independent financial adviser who specialises in retirement planning, helping clients build a secure and sustainable future. With a strong focus on tax efficiency, risk management and long-term financial planning, he works closely with clients to create strategies that support both their immediate priorities and their future ambitions.

Jack understands that retirement is about far more than finances alone. Every client has different goals, responsibilities and aspirations, and he takes the time to understand what matters most to them. Whether he is helping clients maximise retirement savings, assess investment risk or plan for the years ahead, his aim is always to provide clear guidance and lasting confidence.

At Humboldt Financial, Jack is known for his thoughtful and straightforward approach to financial advice. By building strong relationships with his clients, he helps them make informed decisions and approach retirement with greater clarity and peace of mind.

Outside the world of financial planning, Jack is a keen sports enthusiast and enjoys spending his free time at the gym, playing football and following his beloved Newcastle United.

Are you ready to get financial advice?

Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.

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

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What do you like most about being a Financial Advisers?
I get to meet with lots of different people from lots of different backgrounds, everyone has a unique situation so my day to day job feels different all the time.
Pre-retirement planning and drawdown planning around pensions. I also sit on the investment committee where I work closely on building the best portfolios for our clients to be invested in. I also have a lot of clients in the Oil & Gas industry.
There is a big misunderstanding between what people have in their pensions vs what this will actually give them in retirement as an annual income. It is often overlooked at how important growth is within the plan and how a pension must remain sustainable.
A great, friendly and professional atmosphere which makes coming into the office enjoyable. Everyone chips in and works as a unit to help each other develop which leads to the best outcomes for our clients.

Connect with Jack Logan

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