Jack Kellard

In the early part of his career, Jack completed internships at Fenchurch Advisory and RBC Brewin Dolphin, as well as working in administrative support for a Chartered Financial Planner.

At Bluesky, Jack’s typical day is a varied mix of interaction with clients, report construction, and supporting the financial advisers by ensuring all financial recommendations are backed by thorough market research.

Jack often joins meetings to take notes and help gather information from clients to ensure their financial plans are as accurate and personalised as possible.

Interaction with clients is one of Jack’s favourite parts of the job. He finds it incredibly rewarding to be able to witness their journey firsthand and play a part in helping them reach their milestones.

The proudest moment of Jack’s career to date was achieving an 86% pass mark in the first of his CII exams toward the Diploma in Regulated Financial Planning. This milestone has greatly motivated Jack to continue expanding his technical expertise as he works toward completing the full diploma, and enhancing the value he provides to our clients.

What Jack loves most about the job is solving problems. Each client is unique, and being able to help solve their problems to give them the best financial outlook is something he finds very rewarding.

The types of people Jack most enjoys working with are those who communicate clearly, appreciate a good sense of humour, and keep things straightforward without unnecessary complexity.

Outside of work, Jack is passionate about a wide range of sports, especially golf, tennis, and football. He’s a keen skier and even spent a season living and working in the French Alps.

Jack is always looking for his next travel adventure and enjoys exploring new places whenever he can. He also loves spending quality time with friends and family.