Jack Munday
Chartered Financial Planner, Partner
Jack works with individuals and families to provide pensions and investment advice in line with their needs and objectives. Jack has a focus on helping both employers and employees to navigate complex pension schemes. He also brings particular expertise in using appropriate tax vehicles to help those accumulating wealth, as well as structuring assets for individuals looking to generate a tax efficient income in retirement.
He is also one of the most qualified planners in the UK, having achieved Chartered status in 2022 and being made a Fellow of the Chartered Insurance Institute (CII) in 2025.
Jack has a focus on helping both employers and employees to navigate complex pension schemes.
"Jack is great. He always makes himself available, is down to earth, and gives good advice that feels tailored to me rather than scripted. "
Luke, Merseyside
"Jack tailors our investments to our needs and keeps us well informed about performance, always thinking ahead."
Geoffrey, Morayshire
"Great communication at all levels. I receive regular reviews and recommendations based on my needs and circumstances. I trust Jack to look after my investments and appreciate his sound advice on inheritance tax planning."
Sandra, Cheshire
"Always keeps on top of my plan and adapts when needed. A great service that is efficient and timely. "
Ben, Cheshire
"Feels like a family friend."
Roger, Lancashire
"Jack makes me feel secure about the future with the investments he manages on my behalf, and is always available to communicate whenever I need him, with all the answers I require."
Martin, Cheshire
"Jack clearly knows exactly what he is doing and I am very lucky to have him handling my accounts."
Magdolna, Manchester
"The advice I have received has been exceptional, truly first class, and I say that having worked in finance for over 40 years. I am very happy to trust Saltus and Jack with my retirement funds."
John, Hampshire
"Jack is approachable and informative, making planning discussions about our SIPP and ISAs genuinely helpful. I feel that he knows us, our circumstances, and what we want from our investments, which gives us real confidence when making decisions."
Gillian, Bournemouth
"Jack provides careful, personal advice, and I am entirely confident in him."
Adam, Hampshire
"In all my dealings with my adviser, Jack Munday, and with the company as a whole, I have always found them willing to go the extra mile. Jack consistently shares his advice, knowledge, and understanding of the financial markets, and has always acted with great professionalism."
Keith, Kent
At home...
Jack is a keen bass guitarist and travels the country in his self-renovated VW camper van.
Find out more about Jack Munday...
Education
Qualifications
- Fellow of CII
- Associate of the Personal Finance Society (Chartered)
- Level 6 Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Mortgage Advice
- Award in Regulated Pension Transfers Advice
Affiliations
- Associate of the Personal Finance Society
- Member of Society of Mortgage Professionals
- Personal Finance Society Education Champions
- Citizens Advice
Expertise
- Financial planning
- Investment management
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Tax-efficient drawdown
- Inheritance tax planning
- The Lifetime Allowance
- Protection planning
- Financial planning for entrepreneurs