Our Financial Consultants / Paraplanners
Jack Dudley
Financial Consultant
Jack has been a part of the Lumin team since the beginning of 2025. He has multiple years’ experience in independent financial planning and holds a Diploma in Regulated Financial Planning, placing a real emphasis on client lifestyle objectives in his work. Jack has a background in the British Army and the physics classroom. Outside of work, Jack enjoys regular training for running and endurance events and can often be found on the tennis court or up a big hill somewhere!
Qualifications
Education (BA, Hons), University of Brighton, DipPFS, Cert CII (MP)
Insights by Jack Dudley
Have you built a financial plan or just collected investments?
Owning investments might feel secure, but without a robust financial plan, they run the risk of becoming little more than a collection of assets – impressive on paper, but directionless in practice.
How annuities work: Securing income for the future
In this episode of our ‘Financial Illumination’ podcast, James Corcoran and Jack Dudley dive into the role annuities can play in a retirement plan. They explore how annuities work, why they matter, the risks associated with them and how they can potentially help you build steady, stress-free income throughout retirement.
5 tax year-end tips: Save yourself thousands!
In this episode of ‘Financial Illumination’, James Corcoran and Jack Dudley focus on the practical steps you can take now to make the most of pension contributions, ISA allowances and Capital Gains Tax exemptions before 5 April.
