Financial experts should take uncertainty out of your life.
Jason Cook CFP®, Financial Expert
Jason Cook CFP® is a Certified Financial Planner, financial expert and Trustee for a registered UK charity. He is also the finance guru for EDGAR magazine and Discover Middle East, where he writes regular articles exploring the impact money has on our lives. He has also featured in a special Brexit interview with Timeout magazine along side professors from the London Business school to discuss how the world will fair post B-Day.
Jasons career began on the steps of the Old Lady of Threadneedle Street and quickly moved up the ranks to advise MP’s and business leaders with Lloyds Banking Group. Jason was moved to Dubai with Lloyds to strengthen their private banking team covering the GCC. Advising a large number of successful GCC nationals Jason soon became a leading advisor in the GCC and now works for another leading International Private Bank.
Jason has been in the Middle East for over 5 years and decided to set this site up to address the challenges that everyone faces regardless of their net worth, including spending management, education funding, retirement planning and life insurance. In addition to giving free advice to individuals Jason helps small businesses find investors and provides guidance to those wishing to protect their businesses for future generations.
“I will be able to show you how to achieve your life goals by taking financial uncertainty out of your life so that you can enjoy everything else ahead.” Jason Cook
What I do:
Banker in the UAE
Treasurer and Trustee of a registered UK charity, Race Against Blood Cancer
The client advisor relationship revolves around a mutual respect that defines our success. In my 12 years professional experience I have never met a client that doesn’t value the respect of their adviser. It’s a quality all clients expect and one which must be delivered. I will respect your time, your situation and dreams.
Excellence & Stewardship
A famous football coach once said ”if you aim for perfection you will achieve excellence” I will always give you the best advice at the time. The future is unwritten and financial markets are hard to predict. My experience however will lend a hand to steer you in the right direction.
To be qualified in the UK you must pass ethics and integrity examinations both personally and financially in order to practice. Having trained with top UK banks for 7 years in the City of London you can be assured that you are dealing with a complete professional.
Good customer service is giving you a good first impression of the business, with a friendly greeting and helpful attitude, as well as a lasting good impression. Determining your needs and solving problems quickly will lead to your satisfaction and a lasting trusted relationship.