Shackleton

Shackleton is a UK financial advice brand bringing together established advice practices under a shared approach, fee structure and set of values. Its stated aim is to provide fair, transparent, dependable and consistent advice nationwide, built around clients’ needs, goals and circumstances. The brand emphasises long-term relationships, professional expertise and putting clients first.

Shackleton offers guidance across wealth management, investment, tax planning, pensions and retirement. Its services also include pension planning and consolidation, advice on pensions during divorce, planning for later life, passing on wealth, inheritance and wealth protection, and mortgage and property advice. For businesses and individuals with specialist needs, it provides employee benefits, business owner advice, personal injury and Court of Protection support, and expert witness services.

Clients can access financial information through a digital portal that brings their financial picture together, supports secure communication and document sharing, and allows personal details to be managed. Shackleton also provides online resources, insights and a digital guide to help visitors explore its services.