Jennifer Skehan on life at Kellands

It has now been almost a year since Jennifer, one of our Chartered Financial Planners, joined the team. We took the opportunity to find out how she is finding everything, as well as getting the inside scoop on life at Kellands!

What’s your background, how did you get where you are today?

I began working in financial services 24 years ago, in a building society for a couple of years, before moving to Aegon at the beginning of 2000. This was when I completed my first qualifications in financial planning. My role there involved working with Independent Financial Advisers but I wanted to help clients directly so decided to move into advising. I have never looked back and have been advising clients for 14 years. I really enjoy helping clients plan, protect and achieve their needs, wants and dreams.

We are delighted to have you on the team, how have you found the last year?

It’s been a really enjoyable year; I feel I’ve settled into the team straight away. There is an abundance of knowledge and experience focussed on putting the clients at the heart of what we do and I can bring all my experience to add to this. I have been building relationships and helping clients achieve the future they want. I have also achieved Chartered status, so it’s been a busy and exciting year.

It has obviously been a challenging couple of years as we navigate the pandemic. Has it changed the way you work?

I’ve always worked across all mediums but I think the pandemic has led to more clients wanting to have meetings virtually. I think the pandemic has made a lot of people think about their future and what they want out of life, refocussing. This has led to an increase in people now wanting to seek advice, some for the first time ever.

What are your goals and aspirations for the year ahead?

I want to continue to help more clients improve their financial situation and also achieve Fellowship status which means more exams.

The best thing about working at Kellands?

The way the client is at the centre of everything we do and the whole team works to ensure the best outcomes for them. This is shown by the awards that have been won by the team as a whole and individual members.

How do you wind down & what do you do in your spare time?

I don’t have too much spare time as I have 3 children age 12,16 and 18. I spend a lot of time running the younger two to their various hobbies which takes a lot of my time. I do however enjoy all sports in particular football and I am a season ticket holder at Bolton.

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