Blog
Plain-English financial education. No jargon. No sales pressure. Just honest explanations of the things you were never taught, written by someone who thinks the industry should be doing this better.
What you'll find here
Everything Jack writes is shaped by one principle: if you leave having understood something you didn't before, the article has done its job.
Financial Advice Is for Everyone
Jack believes the people who need financial advice most are often those who assume it isn't for them. These articles break down that barrier, explaining what advice actually is, what it costs, and why it's never too early or too late to start.
Demystifying Money
Pensions, protection, ISAs, inheritance tax. These are not complicated concepts. They have just been explained badly. Jack takes the jargon out and puts the understanding back in.
The Teacher's Perspective
Before becoming a financial adviser, Jack was a teacher. That shapes everything about how he works. These pieces explore the overlap between great education and great financial guidance.
Real Life, Real Impact
Anonymised stories from the coalface of financial planning. What happens when protection pays out. What a pension review can change. The human side of what these products actually do.
Industry Honesty
Jack's candid, sometimes contrarian views on financial services. Why the industry has a trust problem. What good advice really looks like. And why he doesn't see himself as a salesperson.
Articles
New articles published regularly. Subscribe or check back for new pieces.
Income Protection: The Most Important Insurance Nobody Talks About
Most people with a mortgage have life insurance. Far fewer have income protection, yet statistically, you are far more likely to be unable to work than to die during your working life.
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PlanningYou Don't Need to Be Rich to See a Financial Adviser
The single most common thing Jack hears from new clients is an apology for not having enough money. This article exists to explain why that instinct, however understandable, is completely wrong.
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PlanningWhat Actually Happens When You See a Financial Adviser
Most people don't know what a first meeting with a financial adviser involves. Here is an honest, step-by-step account of what to expect, and what you'll leave with.
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PensionsPensions: The Basics Nobody Taught You
What is a pension, really? How does it grow? What happens to it when you die? These are the questions Jack gets asked constantly, and the answers are far simpler than the industry makes them sound.
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ProtectionThe Self-Employed Person's Biggest Financial Risk
If you are self-employed and you cannot work tomorrow, what happens? This is a question most self-employed people have never seriously sat with. It is also the most important question Jack asks.
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PlanningWhat to Do Financially When Someone Dies
Bereavement is overwhelming. The financial side of it should not add to that burden. A practical, plain-English guide to the steps that matter, and the ones that can wait.
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Want to hear when new articles are published?
Jack publishes articles regularly. Plain-English guides on protection, pensions, planning, and the things the industry doesn't explain clearly enough. Get in touch and he'll make sure you hear about new pieces.
