Shackleton

Shackleton is a UK financial planning and wealth management brand that brings together established advice practices under a nationwide approach. It aims to make financial advice fair, transparent, dependable and consistent, placing clients’ needs and goals at the centre of each plan. Its advisers support individuals, families and businesses through a broad range of financial decisions, including wealth management, investment advice, tax planning, pensions and retirement, pension sharing on divorce, mortgages and property, later-life planning, wealth protection and passing on wealth. Shackleton also offers employee benefits, business-owner advice, cash-flow forecasting, personal injury and Court of Protection support, and expert witness services.

The brand presents financial planning as a partnership built on integrity, trust, proven expertise and mutual respect, with a fair and transparent fee structure. Its investment approach and advice are supported by resources and insights intended to help clients make informed choices. Clients can also use a secure online portal to view their financial position, manage information, exchange documents and communicate with their adviser.