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 CII in 2025.
Jack has a focus on helping both employers and employees to navigate complex pension schemes.
At home...
In his spare time, 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