Jack Donnellan

Jack Donnellan

Taurus Financial Planning

Minimum savings/pensions: Any amount

0151 353 9033
Based in Prescot
View location

Verified since: March, 2023

4.9 out of 5

27 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 April 2025

    Jack and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Jack has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 11 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jack has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 April 2025

    Jack and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Jack has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 11 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jack has not yet added their fees to their profile

The great joy of financial freedom is having your heart and mind free from worry about life’s uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. You are the focus of our business: You, your life, your family, your future. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jack's clients

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