Business Details
Your Trusted Financial Advisers in the UK
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 philosophy is rooted in proven expertise, mutual respect, and a client-first ethos, ensuring that every recommendation aligns with your unique needs and goals. By uniting respected financial advice practices under one unified approach, we provide high-quality, nationwide services backed by decades of collective experience. Our independence allows us to offer whole-of-market solutions, while our Chartered status reflects our adherence to the highest professional standards.We prioritise robust investment strategies, transparent fee structures, and a holistic approach to long-term financial planning, ensuring clients benefit from tailored advice and ongoing support. Our team of fully employed advisers focuses solely on your best interests, guided by timeless values of respect, fairness, and dependability. With offices across the UK and a commitment to innovation, we aim to make financial advice accessible, trustworthy, and aligned with the evolving needs of individuals and businesses alike.
Services
Pension Planning
Retirement Advice
Wealth Management
Mortgage Advice
Inheritance Tax Planning
Business Owner Services
Highlights and features
- We are Chartered financial planners, adhering to the highest industry standards.
- Our whole-of-market approach ensures unbiased, tailored financial solutions.
- Decades of combined experience across nationwide offices.
- Transparent fee structures with no hidden charges.
- Client-first ethos prioritising long-term financial security.
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
Services
Pension Planning
We offer comprehensive pension planning services tailored to individual needs, ensuring long-term financial security. Our expert advisers help clients navigate options for building, managing, and optimising pension portfolios. With a focus on risk assessment and tax efficiency, we provide strategies aligned with retirement goals.
Wealth Management
Our wealth management services focus on growing and preserving client assets through diversified investment strategies. We create customised plans considering financial goals, risk tolerance, and market conditions. Ongoing portfolio reviews ensure adaptability to changing circumstances and economic trends.
Mortgage Advice
We provide independent mortgage advice to help clients secure competitive property financing. Our services include assessing affordability, comparing lenders, and recommending suitable mortgage products. We guide clients through the entire process, from initial application to completion.
Inheritance Tax Planning
Our inheritance tax planning services aim to minimise liabilities while ensuring smooth wealth transfer to beneficiaries. We assess estate values, recommend tax-efficient structures, and utilise legal exemptions. Strategies include trusts, gifting, and charitable donations to preserve family wealth.
Business Owner Services
We support business owners with financial strategies for growth, succession planning, and personal wealth management. Services include cashflow analysis, investment planning, and retirement solutions tailored to entrepreneurial needs. Our goal is to align business and personal financial objectives.
People
Stephanie Potter
Financial Adviser
Specialising in pension planning during divorce proceedings, Stephanie combines legal and financial expertise to help clients secure their financial future during transitional life events.
Eloise Jenner
Financial Adviser
Eloise focuses on retirement planning, helping clients create sustainable income strategies and navigate complex pension regulations with clarity and confidence.
Zoe Ealey
Financial Adviser
Zoe specialises in mortgage solutions, assisting clients in finding competitive property financing options tailored to their personal and investment goals.
Charlie Lloyd
Financial Adviser
Charlie provides investment advice, focusing on portfolio diversification and risk management to help clients achieve long-term financial growth.
Questions
What services does Shackleton offer?
We provide pension planning, retirement advice, wealth management, mortgage guidance, inheritance tax planning, and business owner services across the UK.
Are Shackleton's advisers qualified?
Yes, our team holds Chartered status and undergoes continuous professional development to maintain the highest industry standards.
How are Shackleton's fees structured?
We use transparent, fair fee structures with no hidden charges, tailored to the complexity and scope of your financial needs.
Is Shackleton regulated by any authority?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 163291.
Can Shackleton help with investment decisions?
Yes, our in-house investment team creates customised strategies aligned with your risk tolerance and long-term financial goals.
Do you offer initial consultations?
We provide a no-obligation initial meeting to discuss your financial goals and determine how we can best support you.
