Jessica RooneyFinancial Adviser
Areas of Expertise
- Pension Advice
- Tax efficient structures
- Bespoke financial plans
- Asset restructuring
Qualifications
- Chartered Institute for Securities and Investments (CISI) – Investment Advice Diploma (Level 4)
- Chartered Institute for Securities and Investments (CISI) – Pension Transfer Specialist (Level 6)
- Chartered Institute for Securities and Investments (CISI) – Advanced Financial Planning (Level 6)
Jessica started in the finance industry in 2013, working for one of the leading retail banks in Ireland. Jessica has been working for Hoxton Capital Management for 3 years. She is a UK-qualified Financial Adviser and Pension Transfer Specialist and works with UK and international clients.
Jessica aims to provide clients with holistic financial advice whilst building long-lasting relationships to ensure that she continues to assist them in meeting their financial planning goals.
In her spare time, Jessica loves to spend time with her beautiful dog, Nathan.
Read here what financial tips Jessica would give to pilots and emirates staff.
