Jack Logan

Independent Financial Adviser

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

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.

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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