Jessica Cook

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

I had several savings accounts that needed to be structured into one portfolio to pay a better dividend

How has Jessica Cook helped you?

Jessica presented me with a few portfolio options to chose from and with Jessica's guidance I chose the right one for my long term investments.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Over the past fourteen (14) years of working together Jessica has advised and guided me very successfully.

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

I needed an advisor I could trust to give me guidance on investment strategies and retirement planning.

How has Jessica Cook helped you?

Jess has been excellent - she is very proactive, understanding and open minded. She has guided me through varying investment strategies and is extremely knowledgeable of the global markets.

Have you seen the outcome you were hoping for?

Yes. very much so.

What could they have done better?

Nothing of note.

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