Eloise Jenner

Having worked in financial services since 2008, I have an exceptionally strong track record in providing trusted and dependable advice. My advice covers all areas of wealth management, including retirement planning, inheritance tax mitigation and protection. I have a particular expert focus on managing capital and tax planning for successful business owners and high net worth individuals, who tend to have more complex and specific financial planning needs. Additionally, as one of a small number of female Chartered Financial Planners in the UK, I am ideally placed to advise successful businesswomen, divorcees, and widows. I joined Shackleton in 2022, becoming not only a significant part of the advising community but also Head of Financial planning (Southeast) in 2023. I offer a personal service that takes into consideration the needs and wishes of my clients. I adamantly believe there is no ‘one-size fits all’ approach; we are all individual and advice should be tailored accordingly. Working with clients to turn their wishes into planned goals and managing risks to help take away the strain of that financial burden, is what drives me. I spend much of my time helping clients to understand that financial planning is not simply a tick box exercise, but a continuous process of analysis and adjustment, in which regular reviews play a vital role. I enable clients to have a constructive and methodical view of their future, taking into consideration what they want to achieve, why they want it and what the impact would be should they not achieve it. I have been recognised for my work in the industry by being awarded the European Women in Sales Award 2015, and being nominated for the 2022 Women in Protection and Health Awards, the 2021 Women in Insurance Awards and the 2021 Women in Financial Advice Awards. Outside of work you will find me wining, dining and travelling with my loved ones.