Wealth Advice, Wherever Life Takes You

Cross-border wealth management for internationally mobile clients and UK residents

Jessica Cook Chartered MCSI | Partnering with AES International
Financial Planner for UK Residents and Specialist in Cross-Border Wealth for International Professionals & Globally Mobile Families

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What we want for you

There’s no shortage of financial advisers you could choose from. The decision can feel overwhelming and rightly so, because choosing who to trust with your wealth is one of the most important decisions you’ll ever make.

Here’s the difference: we don’t just advise, we plan. We design clear, intelligent strategies that align your wealth with your ambitions, protect your family’s future, and create prosperity that lasts for generations.

Your journey is unique. We’re here to be your long-term partner. Guiding, safeguarding, and empowering you through every stage of life.

Intelligent Wealth

Make smarter decisions with your capital. 

Preserve and grow your wealth through strategies designed to optimise returns, minimise risk, and position you for lasting success.

Family Security

Protect what matters most.

Establish robust structures that safeguard your family’s future, ensuring stability and confidence no matter the circumstances.

Generational Prosperity

Create a lasting legacy.

Build and transfer wealth seamlessly across generations, empowering those you care about to thrive well into the future.

Speak to us today

Why work with Jessica?

There are many financial advisers you could choose to work with. There’s a bewildering variety of choice, and it can be one of the biggest decisions you’ll ever make. So, why work with me?

Here’s the thing: I’m not just an adviser. I’m a planner.

I help you plan to achieve your goals for the life you want. I’m here to support you through life’s adventures. Life is a journey — and so is your financial plan.

Sophisticated clientele
Professionals and wealthy families
Fiduciary Adviser
Alignment of interests
Unbiased & No conflicts

Established credibility
Multi award winning
Fully regulated and qualified
Global credentials
Core values
Integrity, honesty, value
centricity

Lifestyle financial planning
Lifetime cashflow planning
Evidenced Based investment philosophy
A long-term, value-orientated approach
Diversified client base
Serving clients globally

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Jessica Cook Chartered MCSI
Financial Planner for UK Residents and Specialist in Cross-Border Wealth for International Professionals & Globally Mobile Families

Meet Jessica Cook

Financial planning begins with your life, not your money. I help international professionals and families design their wealth with purpose, so they can enjoy today while protecting tomorrow.

I’m Jessica Cook, a UK-qualified Chartered Financial Planner, featured in the Times Guide to the UK’s Top-Rated Financial Advisers. I specialise in international financial planning, cross-border wealth management, and tax-efficient strategies for UK residents, expatriates and globally mobile families.

With a background in law, a former career at the Financial Times, and as a regular financial columnist, I help clients organise, protect, and grow their wealth with confidence.

Reviews and Ratings for Financial adviser Jessica Cook, London

Financial Planning Services

Retirement Planning

Legacy and Estate Planning

Offshore Banking

Generational Wealth

Cashflow Planning

Investing

Create a Lifetime Financial Plan

Relocating & Retiring Abroad

International Pension Solutions

UK Repatriation

Second Opinion Review

Talk with Jessica

Let’s discuss your specific needs and how I can help you meet your objectives

Speak with an expert

What does your financial future look like?

We help you to answer all important questions such as:

How can I protect and pass on my wealth to the next generation?Jess Cook2025-11-17T09:06:09+00:00

How can I protect and pass on my wealth to the next generation?

Effective legacy planning goes beyond drafting a will. I help clients explore trusts, offshore bonds, family investment companies, and lifetime gifting strategies to safeguard wealth for future generations, while maintaining flexibility and control. My goal is to ensure your estate planning is intelligent, compliant, and built to endure.

What’s the most tax-efficient way to draw from my pensions and investments?Jess Cook2025-11-17T09:05:36+00:00

What’s the most tax-efficient way to draw from my pensions and investments?

For affluent individuals, the right withdrawal strategy can preserve capital and reduce unnecessary tax. I model scenarios using Double Taxation Agreements, residency rules, and long-term goal. Ensuring your retirement income is structured efficiently, sustainable for life, and adaptable as your circumstances evolve.

How can I structure my wealth across multiple countries efficiently and compliantly?Jess Cook2025-11-17T09:08:03+00:00

How can I structure my wealth across multiple countries efficiently and compliantly?

Every jurisdiction has its own tax rules, reporting requirements, and investment regulations. I work with clients to create a coordinated cross-border wealth structure that ensures compliance, efficiency, and simplicity. Whether you’re managing assets in the UK or overseas, I’ll help you bring everything together under one coherent global plan.

Am I invested appropriately for growth while managing risk and liquidity?Jess Cook2025-11-17T09:08:32+00:00

Am I invested appropriately for growth while managing risk and liquidity?

I design evidence-based, globally diversified portfolios aligned to your goals, risk tolerance, and liquidity needs. Through an evidence-based investment approach, I help clients access institutional-quality portfolios to achieve reliable outcomes without unnecessary complexity or cost.

Could I retire or transition my own terms, wherever I choose to live?Jess Cook2025-11-17T09:09:00+00:00

Could I retire or transition my own terms, wherever I choose to live?

Whether retirement means staying in the UK, stepping back from your business, or relocating overseas, I help you quantify what financial independence looks like. Using advanced cash-flow planning, I illustrate how lifestyle choices, investment returns, and tax considerations interact, so you can retire, relocate, or reimagine your future with confidence.

How will future tax changes or residency rules affect my assets?Jess Cook2025-11-17T09:11:04+00:00

How will future tax changes or residency rules affect my assets?

Frequent changes to UK tax, residency, and domicile rules can significantly affect high-net-worth families. I help you stay ahead of reforms. Such as the move to a residence-based tax system, the long-term resident test, and potential inheritance tax update. So your plan remains proactive, compliant, and forward-looking.

Clarity today. Confidence for tomorrow.

Let’s talk about your goals and how I can help you achieve them.

Speak with Jessica

Thoughtful advice begins with an open, confidential conversation to explore your goals and ensure the right fit.

Latest articles

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Global uncertainty has become the norm. Trade tensions, inflationary pressure, sanctions, and shifting geopolitical interests now influence markets in ways not seen for decades. For internationally mobile professionals and high-net-worth families, the question is no longer if disruption will occur but how prepared your portfolio is when it happens.
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