See what my clients say………

I am proud to be appearing in the Times newspapers guide to the UK’s top rated financial advisers for 2020, in association with VouchedFor. VouchedFor is like Trip Adviser for finding the best lawyers, accountants and financial advisers in the UK. You can read the full list of verified reviews here

Here are just a few of their comments…

What were the circumstances that caused you to look for a financial adviser?

I needed help, advice and support from a financial adviser I could trust after having some horrible experiences in the past

How did Jessica help you?

Jessica never “sells” – she is genuinely interested in the welfare of her clients and you feel that when working with her. I have now been using her services for 5 years and I’m pleased to say that the investment plans she put together for me have all performed extremely well.

Have you seen the outcome you were hoping for?

And some! I didn’t expect my investments to do as well as they have so from that perspective, I am very happy. I completely trust Jessica and as such would never go anywhere else for financial advice.

What could Jessica have done better?

Nothing – I honestly can’t fault her.

What were the circumstances that caused you to look for a financial adviser?

I was concerned about the security of existing pension plans, which were split over several schemes, and I also moved out of the UK.

How did Jessica help you?

Jessica spent a number of meetings evaluating my position, and the transfer values of my existing pension schemes. Alsogained a good mutual understanding and evaluation of my risk profile, and we spent some time assessing the benfits ofretaining existing schemes, moving to SIPPS. This included a full review of the cost structures of various schemes.Since inception I have had regular updates on the chosen scheme progress, and a couple of changes have been made to theinvestment structures to optimise and realign.

Have you seen the outcome you were hoping for?

The outcomes have been acceptable and in line with the projections given. Since starting the scheme four years ago markets have been fairly volatile, but the plan is meeting mid-line expectations.

What were the circumstances that caused you to look for a financial adviser?

I wanted advice on the best wayto invest a lump sum and monthly savings that would generate maximum returns in the short and long term

How did Jessica help you?

Jessica provide my detailed financial advice and multiple investment options that met my needs.

Have you seen the outcome you were hoping for?

Absolutely.

What could Jessica have done better?

Jessica was great, she provided guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

What were the circumstances that caused you to look for a financial adviser? Around 6 years ago I had various savings accounts with different organizations and in different country’s and I wanted to organize them to maximize therepotential in preparation

for my retirement. More recently I needed advice with applying for my military pension (a

partial pension from service with the Royal Navy in the 1970’s and 80’s)

How did Jessica help you?

After our initial review of my financial assets, Jessica presented me with several unbiased options based on my requirements and with Jessica’s common sense approach and excellent advice we chose the portfolio that suited my requirements of which is periodically reviewed to match current market conditions .With substantial help and effort from Jessica we worked our way through the MOD’s procedure for the application of my military pension.Jessica now has an excellent understanding of the MOD’s pension procedure.

Have you seen the outcome you were hoping for?

Yes, I have a well balanced portfolio which match my retirement requirements. Yes, I am now receiving my modest militarypension.

What could Jessica have done better?

I do not believe so, Jessica’s professionalism, advice and service to her clients is excellent.

What were the circumstances that caused you to look for a financial adviser?

The advice from my last IFA caused me to lose approx 25% of my pension fund.

How did Jessica help you?

Jessica immediately identified the problem with the way my pension fund was set up and put in place a completely different fund that suited my attitude to risk. The fund has grown approx 18% since Jessica took it over.

Have you seen the outcome you were hoping for?

Yes

What could Jessica have done better?

Nothing. Jessica’s non pushy balanced approach has given me confidence my pension fund will fulfill my requirements in retirement

What were the circumstances that caused you to look for a financial adviser? Moved to Dubai in 2015 and wanted to ‘tidy up’ my different pension pots and have an understanding of what my financial position was and what I needed to do to plan for the

future and my retirement.

How did Jessica help you?

Jessica very helpfully advised me how to pull together all information regarding my different pensions and savings plans and explained the options available.I now have a clear understanding of my financial position and what I need to do to plan for the future. She is in regular contact with me and my wife Nicki and we are very happy with her advice and support.

Have you seen the outcome you were hoping for?

We are happy with the investments to date (despite a ‘challenging’ 2018) and have confidence in Jessica’s advice.

What could Jessica have done better?

We can not fault Jessica’s advice, professionalism and service. She is a pleasure to deal with.

What were the circumstances that caused you to look for a financial adviser?

We were looking to maximise our saving opportunity in preparation for retirement.

How did Jessica help you?

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.

Have you seen the outcome you were hoping for?

We understood the risks and rewards and were given advice that suited our risk appetite which has resulted in a return better than expected.

What could Jessica have done better?

Jessica could not have done anything better. Her communication, follow up and dilligence are second to none.

What were the circumstances that caused you to look for a financial adviser?

I wanted to cash in one of my UK private pensions

After getting in touch with a number of IFA based in the UK Jessica was able to handle this for me professionally and timely

Have you seen the outcome you were hoping for?

Yes I have!

What Jessica Jessica have done better?

Jessica was always available and gave me sound advice

What were the circumstances that caused you to look for a financial adviser?

I was working in Dubai and needed help to organise my savings, so that I maximised the opportunities that working in this environment can bring.

How did Jessica help you?

I have known Jessica for more than five years, and have no hesitation in recommending her as a financial advisor. Jessica has helped organise my savings, providing insights and valuable advice without ever making me feel that I am being pushed towards some pre- determined agenda. She has always made sure that she understands what it is I want to achieve before setting before me a choice of options. And her advice and explanations are clear without being patronising. A real pleasure to work with.

Have you seen the outcome you were hoping for?

Yes, so far, though retirement planning is a long-term business. Regular reviews with Jessica have helped ensure that myinvestments remain on track to achieve their objectives, and a recent cashflow forecast has helped to begin the process ofmaking more detailed plans for retirement and ensuring that my investments can withstand a few shocks or unexpected changes of circumstance.

What could Jessica have done better?

Jessica is always proactive – suggesting reviews before I think of them, and has always responded immediately to any request.

Why choose AES?

AES International has won over 31 financial awards including Professional Adviser’s Best International Financial Planning Firm and Best International Private Wealth Management Adviser

AES remains true to its vision to ‘be the best’. This is evidenced through our Corporate Chartered Financial Planners status.

We’re changing the way the world invests.

And challenging the status quo of an outdated financial industry.

67+ licenses to provide financial advice globally

36+ jurisdictions

31+ awards

1st (and only) Corporate Chartered Financial Planner via our DIFC Branch in Dubai

AES International has unrelenting focus on best practice. The AES International UK arm became the first and only Corporate Chartered Financial Planner devoted to helping international clients.

We are the only Investors In People Champion in the GCC. And AES is the only evidence-based investment organisation within our marketplace.

Our goal – to educate clients and to enable them to make more informed and effective financial decisions based upon science not speculation. Today we aspire to be the best, the most innovative and most educational international wealth and benefits business in the world. One that “makes the world, healthy, wealthy and wise”…