Jessica Cook

What were the circumstances that caused you to initially look for an adviser?

Complexity and transition. With Investments and Pensions in both the US and UK, permanently relocating back from the US to the UK, and starting retirement.

How has Jessica Cook helped you?

Jessica worked closely with me to capture the big picture of my wider Goals against my financial situation as is. She then modeled what-ifs and through discussion, created a Plan that we're currently implementing.

Have you seen the outcome you were hoping for?

Yes. We've accomplished our short-term goals and are on track for the future. She advised on and assisted with my change of financial platform that I had requested. Jessica also had wide-ranging discussions with me to ensure that my Portfolio going forward reflects my current liquidity, risk, and investment goals. The outcome I sought and found was for an Advisor who listens and is patient. I wanted someone who considers and reflects on what I say but is knowledgeable and experienced enough to present rational cases to challenge me.

What could they have done better?

As a retired Financial Advisor, perhaps I have an insight into best practice that many investors don't. I give Jessica top-marks, with no 'could-have-done-betters'.

What were the circumstances that caused you to initially look for an adviser?

To use the tax break of HMRC to cash in pension from UK tax free

How has Jessica Cook helped you?

She did everything most importantly my wife loved dealing with her - she is a Ninja at this job.

Have you seen the outcome you were hoping for?

100 %

What could they have done better?

Zero

Please provide a brief comment about your experience with Jessica

Jessica couldn’t have been anymore helpful. Great service. Thank you

What were the circumstances that caused you to initially look for an adviser?

Poor value for money from my previous sipp provider and fund manager

How has Jessica Cook helped you?

Open transparent knowledgeable friendly connected

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Good question will need to think about that

What were the circumstances that caused you to initially look for an adviser?

I have been considering relocation outside of UK and wanted advice from someone who specialises in tax and pensions overseas.

How has Jessica Cook helped you?

Jessica helped me to understand the various options including Europe, UAE and Hong Kong

Have you seen the outcome you were hoping for?

Yes, Jessica has helped me understand the options and also has added some guidance through her personal experiences of living overseas.

What could they have done better?

Nothing that i can think of