Jessica Cook

About

I’m a Financial Planner and Chartered Member of the CISI, specialising in advising UK residents and internationally mobile clients. My work focuses on helping individuals and families structure, manage, and preserve their wealth in an increasingly complex financial world. I provide trusted, evidence-based advice designed to help clients plan confidently, invest sensibly, and build long-term financial resilience. A key area of my work is guiding clients through the transition from accumulation to decumulation — moving from building wealth to drawing on it in a sustainable, tax-efficient way. This stage is often where the most important financial decisions are made, and where careful planning can have the greatest long-term impact. I help clients navigate this shift with clarity, ensuring their wealth continues to work effectively as their priorities evolve. In an environment marked by rising tax pressures, pension reform, evolving legislation, and changing global markets, I help clients protect, grow, and pass on their wealth with confidence. Every financial plan begins with a clear understanding of a client’s financial position, objectives, and family priorities, creating strategies that are coherent, adaptable, and built for the long term. With extensive experience advising both UK-based and international clients, I often help clients uncover opportunities they had not previously considered — whether that means improving tax efficiency, simplifying complex arrangements, restructuring pensions, or aligning investments with long-term goals. My approach combines technical expertise with practical, straightforward advice, ensuring clients feel informed and in control of their financial decisions. I also specialise in cross-border financial planning for individuals and families relocating overseas or managing wealth across multiple jurisdictions. This includes areas such as UK inheritance tax planning, pension planning, Double Taxation Agreements, and residency considerations. International financial planning can be highly complex, particularly where UK assets, pensions, or tax obligations remain involved, and I work closely with clients to navigate these issues clearly and efficiently. I’m Jessica Cook, Wealth Adviser to international professionals and families worldwide, recognised in the 2026 Times Newspaper Guide to the UK’s Top Rated Financial Advisers. With a background in law and a former career at the Financial Times, I also regularly contribute as a financial columnist for national publications. To understand more, whether residing in the UK or offshore, contact me today for a no-obligation initial discussion. You can find out more about me by visiting my website at: https://jessicacookwealth.com The value of investments can fall as well as rise, and you may get back less than you invest. The information provided is for general guidance only and does not constitute personal financial advice.