Our accreditations and awards

We’re one of the few to be Chartered.

Chartered status is the ‘gold standard’ in financial planning and it’s rare that a financial planning company is Chartered. We’re very proud to be one of them – but what does this mean for you?

It means that by appointing us, you’re choosing a company with a clear commitment to develop and maintain the knowledge and capability of its people to deliver the highest quality advice. It also means we adhere to a strict Code of Ethics set out by the Chartered Insurance Institute.

In other words, you can be assured of the very highest level of professionalism throughout the journey we take together.

Our awards.

Shackleton is a relatively new name, but the companies that have come together to form our business – unified by a shared set of values and a consistent approach nationwide – are respected leaders in their regions. As such, they have won many awards for the excellent service they have provided to clients, and now we’re absolutely committed to delivering this same service right across the UK.

Citywire New Model Adviser South East IFA of the Year

We’re delighted to have been the recipients of numerous awards over the years that recognise expertise and dedication to clients. We’re especially proud to have won the Citywire New Model Adviser South East IFA of the Year award for 11 times over the past 14 years.

FT Adviser Top Financial Advisers

We’ve also been listed as one of FT Adviser’s Top 100 Financial Advisers 5 years in a row from 2019 to 2023 – and appeared in the top 20 in 2019, 2020 and 2022.

Investment Week Fund Manager of the Year Awards

For the second consecutive year, we’re Finalists in the Investment Week Fund Manager of the Year Awards. This recognition is a testament to our team’s unwavering commitment to generating strong investment performance in a fair and affordable way, aligned to our clients’ interests. These awards recognise fund managers and businesses who have demonstrated consistently strong performance for investors, and whom the judging panel believe have the potential to continue outperforming.

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

23 Coleridge Street, Hove, East Sussex, BN3 5AB