With investments and pensions in both the US and UK, and the added complexity of permanently relocating back to the UK to begin retirement, I was looking for a financial adviser who could help me navigate the transition and bring clarity to a complex situation.

Jessica took the time to understand the full picture—my goals, my current financial position, and the challenges ahead. She worked closely with me to model different scenarios and develop a thoughtful, practical plan that we’re now implementing. We’ve already achieved our short-term goals and are on track for the long term. She also supported my move to a new financial platform and ensured my portfolio reflects my liquidity needs, risk profile, and long-term objectives.

As a retired financial adviser myself, I approached this relationship with high expectations. What I was looking for—and found in Jessica—was someone who listens carefully, reflects before responding, and brings both experience and confidence to the conversation. She provides not just sound advice, but also the kind of constructive challenge that makes you think. I genuinely wouldn’t suggest any improvements—she’s delivered top marks across the board.