Fraud Blocker Jack Munday | Saltus

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.

Jack joined Saltus in 2017 and has considerable experience having worked in the industry for over a decade. He is also one of the most qualified planners in the UK, having achieved Chartered status in 2022.

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
  • 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
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
Get in touch