Jessica began her career in Financial Services in 2001 and has gained a wide range of experience working with clients from all walks of life, guiding them through the many complex aspects of financial planning to ensure that they fully understand their objectives, options and desired outcomes.
Jessica prides herself on delivering an excellent service for her clients ensuring that they are well looked after through every stage of the financial planning process, firmly believing in the empathetic and emotional side of the process as much as the facts and financials.
Certified Financial Planner™, Level 7 Diploma. Jessica also holds the necessary qualifications to be termed a Pension Specialist as well as being qualified to provide specialist advice on Long Term Care. Her experience lies mainly in planning for retirement as well as working on pension transfers and comprehensive financial planning.
Transferring out of a Final Salary scheme is unlikely to be in the best interest of most people.
“Jess has to be the most organised person on the planet! Her Outlook calendar is a thing of beauty!”
“We both agreed that it was the full, concise but easy to understand way our investment was explained to us that really stood out. Finances and investment are a minefield to those amongst us less familiar with the fine detail, it was made easy” Mr & Mrs Baird
“Jessica, thanks for the annuity update. You have been a pleasure to know and I cannot fault your efficiency and organisational skills. So glad I dealt with you.”
“I would just like to say I have never used a financial adviser before, but I felt very at ease and couldn’t have sorted it out by myself. Thank you”
“Excellent service. Jessica is great!”
”I will always keep recommending you, you’ve sorted my future” Jayne King
“Jessica was lovely to deal with and my wife and I were completely at ease with her. Her explanations were very clear and with her relaxed manner made the meetings that more enjoyable”
“Very helpful. Easy to understand and contact. Thanks for your help!”
“I would like to thank Jessica (working in conjunction with Paul Boutle) for guiding me through the process and successfully transferring the funds”