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 draw a tax-efficient income in retirement.
Jack joined Saltus in 2017 and has considerable experience having worked in the industry for almost 10 years. He has a Diploma in Regulated Financial Planning and is currently working towards his chartered status.
In his spare time, Jack is a keen base guitarist and travels the UK in his self-renovated VW camper van.
“Jack has a focus on helping both employers and employees to navigate complex pension schemes.”