Skandia today announces the appointment of a further two experts to strengthen its on the road, wealth planning team. Earlier this year, Skandia announced that Colin Jelley would lead the delivery of the wealth planning expertise that Skandia is renowned for. This team has now been strengthened further, demonstrating Skandia’s commitment to developing and enhancing the expert support it provides to advisers.
The wealth planning team deliver a range of financial planning solutions, both onshore and offshore, that are of real benefit to clients and their advisers. The two new wealth planning experts will primarily focus on strengthening Skandia’s position within the protection market.
Colin Betts joins from the Royal London Group, where he was head of sales training for Bright Grey and Scottish Provident since 2010, prior to that he was regional sales manager at Bright Grey.
Nathalie Claeys joins from Legal and General where she was protection and development manager for nearly 5 years.
Colin & Nathalie bring a broad and deep knowledge of the market and already have strong relationships with advisers.
Colin Jelley, head of wealth planning at Skandia, comments:
“Skandia has always provided market leading wealth planning expertise. These appointments demonstrate our commitment to continue to build on this reputation for sharing our intellectual capital with advisers. Colin and Nathalie are great additions to the team and will significantly enhance our capacity to add value in the market for protection solutions. We have made significant enhancements to the Skandia protection proposition over the last year and we believe that this area is a fruitful opportunity for advisers to demonstrate the value they bring to their clients’ financial affairs.”
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