Business Details
Your Trusted Partner for Financial Advice Solutions
We are Britain's financial adviser, committed to delivering a new approach to financial advice that is fair, transparent, dependable, and consistent across the UK. Our practice is built on proven expertise, mutual respect, and a client-first philosophy. We unify respected financial advice practices under a single, ethical framework, ensuring high-quality, nationwide service. Our advisers are fully employed by us and rewarded based on their commitment to acting in your best interests. We take a holistic approach to long-term financial planning, beginning with your unique needs and aspirations. As a Chartered firm, we adhere to the highest professional standards and a strict code of ethics.Our independence allows us to offer whole-of-market solutions tailored to your circumstances, whether in pensions, mortgages, or wealth management. We prioritise robust, quality investment strategies managed by our in-house experts, ensuring affordability and transparency. Our fees are structured to be fair and clear, fostering genuine trust and collaboration. With decades of combined experience, our team is dedicated to improving your financial security, helping you and your family live with confidence in your financial future.
Services
Pension Planning
Retirement Advice
Wealth Management
Mortgage Advice
Business Owner Solutions
Inheritance Tax Planning
Investment Management
Financial Planning
Employee Benefits
Later Life Planning
Highlights and features
- We are Chartered, adhering to the highest professional standards in financial planning.
- Our nationwide network offers consistent, high-quality advice tailored to local needs.
- We operate with full transparency, ensuring no hidden fees or obligations.
- Our in-house investment team delivers robust, quality-driven solutions managed by experts.
- Advisers are rewarded based solely on their commitment to acting in your best interests.
Associations and certifications
- Financial Conduct Authority
- Chartered Institute for Securities & Investment
What people say
Transparent fees
Expert guidance
Client-first approach
Holistic planning
Professional team
Services
Pension Planning
We design tailored pension strategies to secure your financial future, focusing on tax efficiency and long-term growth. Our advisers assess your current arrangements and recommend solutions aligned with your retirement goals. By leveraging in-house investment expertise, we ensure your pension portfolio adapts to market changes and personal circumstances.
Wealth Management
Our holistic wealth management services optimise your financial resources through strategic asset allocation and risk management. We create customised plans to grow, protect, and transfer wealth, incorporating inheritance tax mitigation and cashflow modelling. Regular reviews ensure your strategy evolves with your life and economic conditions.
Mortgage Advice
We provide independent mortgage guidance to help you secure competitive rates and suitable terms for home purchases or remortgaging. Our whole-of-market approach ensures access to a wide range of lenders, while our advisers explain options clearly to align with your financial objectives and affordability.
Investment Management
Our in-house team manages diversified investment portfolios tailored to your risk tolerance and financial goals. Using advanced analytics, we monitor performance and adjust strategies to maximise returns while maintaining compliance with regulatory standards. Regular reporting keeps you informed of progress and adjustments.
Business Owner Advice
We offer strategic financial solutions for business owners, including succession planning, tax efficiency, and asset protection. Our services address both personal and corporate financial needs, ensuring alignment with long-term business objectives and facilitating smooth transitions during key milestones.
People
Marcus Bolitho
Chief Marketing Officer
Marcus Bolitho brings extensive marketing leadership to Shackleton, driving brand strategy and client engagement initiatives. With a background in financial services, he focuses on enhancing customer experience and expanding the firm's market presence through innovative communication strategies.
Will Gold
Head of Communications
Will Gold oversees Shackleton's communications strategy, ensuring clear and impactful messaging across all platforms. His expertise in media relations and corporate communications supports the firm's mission to build trust and transparency with clients and industry stakeholders.
Questions
What services does Shackleton offer?
We specialise in pension planning, retirement advice, wealth management, mortgage guidance, and business owner solutions, all tailored to your individual needs.
Are Shackleton's advisers qualified?
Yes, our advisers are fully qualified, Chartered professionals who adhere to strict ethical standards and ongoing industry training.
How are Shackleton's fees structured?
Our fees are transparent and agreed upfront, with no hidden charges. We provide clear details during your initial consultation.
Is Shackleton regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 163291.
Can Shackleton help with inheritance tax planning?
Yes, we offer tailored strategies to mitigate inheritance tax and ensure efficient wealth transfer to future generations.
