Director of Private Wealth
Jack Saunders
Independent Chartered Financial Adviser in Basingstoke, Hampshire.
I’m a Chartered Financial Planner and Fellow of the Personal Finance Society, based in Basingstoke and supporting clients across Hampshire.
I specialise in clear, straightforward financial advice, helping people make confident decisions about retirement, investments, and long‑term planning.
Hi, I'm Jack
My Role at ilumiti
I’m the Director of Private Wealth at ilumiti, working with individuals, families, and business owners who want clear, joined‑up financial advice tailored to their lives.
Qualifications & Experience
I’m a Chartered Financial Planner and Fellow of the Personal Finance Society, the highest level of qualification in financial planning, reflecting a strong technical foundation and a commitment to high professional standards.
A Goals‑Led Approach
My approach is centred on understanding your short, medium and long‑term goals. Once we’re clear on what really matters to you, I create a financial plan designed to help you achieve those ambitions, both now and as your life evolves.
10+
Years of Experience in Financial Services
Chartered
Highest Financial Accreditation in the UK
100+
Families Supported along their financial journey
Clarity first. Confidence follows. Financial planning focused on what matters to you.
Professional Credentials & Regulatory Information
Qualifications - FPFS, DipPFS
Accreditations - Fellow and Chartered Financial Planner
FCA details - JXS90952
Areas I Serve
I’m based in Basingstoke, and most of the people I work with are right here in Hampshire. While I’m always happy to meet clients online, there’s something uniquely valuable about sitting down face‑to‑face; whether that’s over a coffee near you, at your home, or at a convenient meeting point.
Basingstoke
Winchester
Southampton
Portsmouth
Andover
Fleet
Farnborough
Eastleigh
Alton
Aldershot
Petersfield
Fareham
Gosport
Havant
Ringwood
Romsey
Lymington
Waterlooville
Although Hampshire is my core area, I also work with a number of clients in London, either online or by arranging in‑person meetings when it’s helpful.
Whether we meet virtually or in person, my goal is the same: to make financial planning feel personal, clear, and easy to engage with.
Services Overview
Retirement Planning
I help you understand what retirement could look like based on where you are now, and how a clear financial plan can improve your options and long‑term security.
Investment Advice
Investments often underpin a successful plan. I’ll help you invest in a way that supports your goals, protects against inflation, and gives you confidence along the way.
Pension Consolidation
If you have multiple pensions, I can help you locate them, understand how they work, and assess whether bringing them together could make things simpler and more effective.
Estate Planning Support
For those who want to pass wealth on efficiently, estate planning can form part of your wider plan. We offer in‑house support, including wills and trust planning, where needed.
Tax Planning
I help structure your finances to support your goals while reducing unnecessary tax, both now and in the future.
Read some of my recent reviews on VouchedFor
Client Outcomes & What to Expect
It Starts With a Conversation
Everything begins with an initial chat. This is a relaxed, no‑pressure conversation where I get to know you, understand your individual circumstances, and learn what you want your money to help you achieve — both now and in the future.
Flexible Ways to Meet
Meetings can be held face‑to‑face or via video call, depending on what works best for you. Online meetings are convenient and flexible, but many clients still value the opportunity to meet in person — and I’m always happy to do so.
Focused on Goals, Not Products
My approach is less about selling products and more about understanding your goals, aspirations, and concerns. Once we’re clear on what really matters to you, I create a financial plan designed to support those objectives and help you move forward with clarity and confidence.
Money illuminated — the podcast
Clear, jargon‑free conversations to help you make more confident financial decisions.
Frequently Asked Questions
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Using Vouchedfor to search for local advisers is a good starting point, as you can see real client feedback for that adviser
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We charge a fixed fee to work with clients to build their financial plan and implement appropriate solutions to support their plan, follow by an ongoing percentage based fee (0.75%) to provide ongoing financial planning advice
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You don’t need a local adviser, but being in close proximity to have face-to-face sessions always helps build a stronger relationship