Shackleton

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, inspired by the values of explorer Ernest Shackleton. As a fully independent and Chartered firm, we adhere to the highest professional standards while prioritising robustness, quality, and affordability in our services. Our holistic approach to long-term financial planning begins with understanding your unique needs, ensuring tailored solutions that align with your goals. With a nationwide network of established practices, we provide high-quality, consistent advice to help clients build, manage, and protect their wealth.

Our team of fully employed advisers focuses solely on your best interests, rewarded based on their commitment to client-centric outcomes. Backed by in-house investment experts and cutting-edge technology, we offer transparent fee structures and a whole-of-market approach to pensions, mortgages, insurance, and more. Recognised for our ethical standards and industry accolades, we aim to be the most trusted provider of financial advice in the UK. Through ongoing reviews and adaptive strategies, we ensure clients remain on track to achieve their financial objectives, regardless of life's changes or economic shifts. Every step of the journey reflects our dedication to integrity, trust, and mutual respect.

Services

Pension planning Retirement advice Wealth management Mortgage advice Business owner services Inheritance tax planning Investment management Financial planning Employee benefits Later life planning

Highlights and features

We are fully independent and Chartered, adhering to the highest professional standards.
Our holistic approach begins with understanding your unique financial situation and goals.
Transparent fee structures ensure no hidden costs or surprises.
Nationwide network of experienced advisers with decades of collective expertise.
Whole-of-market approach provides unbiased recommendations across all financial products.

Associations and certifications

Chartered Institute for Securities & Investment
Financial Conduct Authority

What people say

Transparent fee structures Knowledgeable advisers Tailored solutions Ethical standards Proven expertise

Website

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Services

Pension planning

Our pension planning service helps clients build and manage retirement savings through tailored strategies. We assess current provisions, identify gaps, and recommend solutions aligned with individual risk profiles and retirement goals. With expertise in both defined benefit and defined contribution schemes, we ensure optimal tax efficiency and growth potential while maintaining compliance with regulatory requirements.

Wealth management

Wealth management services focus on growing and protecting clients' assets through diversified investment strategies. Our in-house experts create custom portfolios using cutting-edge analysis tools, balancing risk and return based on financial objectives. We monitor market trends continuously and adjust strategies to maintain alignment with clients' evolving needs and economic conditions.

Mortgage advice

Our mortgage advisory service provides comprehensive guidance on residential and buy-to-let financing options. We evaluate clients' financial situations to recommend suitable mortgage products, considering interest rates, repayment terms, and tax implications. Our whole-of-market approach ensures access to competitive deals across multiple lenders while maintaining transparent fee structures.

Business owner services

Tailored financial solutions for business owners include succession planning, cashflow management, and tax-efficient profit extraction strategies. We help entrepreneurs navigate complex financial decisions, from business valuation to exit planning, ensuring alignment with personal wealth goals and regulatory requirements.

Inheritance tax planning

Our inheritance tax planning service minimises tax liabilities while ensuring smooth wealth transfer to beneficiaries. We employ legal and financial strategies such as trusts, gifting, and life insurance to preserve family assets, considering current regulations and individual family circumstances.

People

Stephanie Potter

Pension Specialist

With 15 years' experience in financial planning, Stephanie specialises in pension division during divorce settlements. She holds Chartered status and focuses on protecting clients' retirement assets during complex life transitions.

Eloise Jenner

Retirement Planner

Eloise has helped over 500 clients achieve their retirement goals through tailored income strategies. Her expertise includes state pension optimisation and drawdown planning, with a focus on sustainable income solutions.

Zoe Ealey

Mortgage Adviser

Zoe specialises in residential and investment property financing, with particular expertise in complex mortgage cases. She has arranged over 100m in property loans while maintaining strict affordability standards.

Charlie Lloyd

Investment Manager

Charlie leads our in-house investment team, managing portfolios worth 250m+. He combines fundamental analysis with risk management techniques to deliver consistent returns across market cycles for individual and institutional clients.

Questions

What services does Shackleton offer?

We provide pension planning, retirement advice, wealth management, mortgage guidance, business owner services, and inheritance tax planning across the UK.

Are Shackleton's advisers qualified?

All our advisers are fully qualified, Chartered professionals regulated by the Financial Conduct Authority, with decades of combined industry experience.

How are fees structured?

We maintain transparent fee structures with no hidden costs, offering clear pricing tailored to individual client needs and service complexity.

Is Shackleton regulated?

Yes, we are authorised and regulated by the Financial Conduct Authority (FCA Number 163291) and hold Chartered status.

How does the financial planning process work?

Our six-stage process includes an initial meeting, information gathering, research, strategy development, implementation, and ongoing reviews to adapt to changing circumstances.

Can Shackleton help with business financial needs?

Yes, we offer tailored advice for business owners including succession planning, employee benefits, and cashflow management strategies.