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Robson Lister Wealth Management

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A warm welcome to Robson Lister at Shackleton

In November 2024, Robson Lister joined Shackleton. Established in 2001, Robson’s Lister’s commitment to integrity, professionalism, and exceptional client service makes them a perfect match for our values. Together, we help clients find financial security and live their lives with confidence.

Are you a returning Robson Lister client?

If you’re an existing Robson Lister client, you’ll continue to get the highest standard of financial advice from the same team that you know and trust, with the added national resources of Shackleton. We understand the level of trust clients have for Robson Lister, in some cases advising three generations of the same family, and we’re committed to providing the same level of honesty and competence.

Who are Shackleton Financial Advisers?

It all began back in 1990 when Richard Skerritt founded Skerritts from his home office. In the years that followed, the business earned a reputation with clients for the quality and strength of its service offering and went from strength to strength.

Learn more about Shackleton

Robson Lister’s thoughts

We are Chartered Financial Planners, providing independent and impartial financial advice and related services to individuals, companies, and trusts. Established in 2001 and based in Sutton Coldfield, Robson Lister (RLL) manages £350 million of assets under management. We are committed to delivering the highest standards of financial planning expertise and client service.

Ian Robinson

Robson Lister, Chartered Financial Planner

The Robson Lister team are still here for you

The Robson Lister team will continue to support you with the same level of dedication and expertise as before. All Robson Lister advisers, as qualified members of the Personal Finance Society, are governed by a strict Code of Ethics. Joining Shackleton won’t change your relationship with us, and your trusted team is still here for guidance, planning, and support whenever you need it.

Stephen Roberts

Head of Financial Planning - West Midlands and Chartered Financial Planner

Sutton Coldfield

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Ian Robinson

Chartered Financial Planner

Sutton Coldfield

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Julie Cattell

Chartered Financial Planner

Sutton Coldfield

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Ben Cornwell

Chartered Financial Planner

Sutton Coldfield

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George Claverton

Financial Adviser

Sutton Coldfield

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The services we offer at Shackleton financial advisers

From planning for retirement to managing your business or passing on wealth, we offer clear, consistent financial advice for every stage of your life – wherever you are based in the UK. Our services include retirement planning, investments, tax planning, employee benefits, and wealth protection, backed by the wider resources of the Shackleton network. We look forward to continuing our journey with you and helping you achieve your goals.

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Financial advice & wealth management

Mortgage & property advice

Employee Benefits

Business owner advice

Pension planning

Retirement advice

Passing on wealth

Planning for later life

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Explore the Shackleton resource library

View all our resources

Existing Robson Lister resources

2024 Autumn Budget Summary

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Existing Robson Lister resources

2024-25 Tax Tables

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Existing Robson Lister resources

Chartered Financial Planner

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Robson Lister useful links

State Pension Age

Robson Lister useful links

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Have any questions? Get in touch with our team

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers. They will help you create a personalised plan tailored to your unique needs and aspirations.

Hear from Paul Feeney, our CEO at Shackleton

We believe that for too long, trust in the financial advice profession has been eroded by the actions of certain established providers, whose business models are designed not for the benefit of their clients, but for themselves.

Our CEO, Paul Feeney, can explain more.

Hear from Our CEO, Paul Feeney

Our Values, at Shackleton

As Britain’s financial adviser, five core values sit at the heart of everything we do.

We believe they are timeless, yet they’re lacking from much of the financial advice sector. They underline our ongoing commitment to providing exceptional service to all our clients. We believe in our values, and our entire team from the Founders to our advisers, embodies them in everything we do. To personify this, we chose a namesake that reflected those values, Sir Ernest Shackleton.

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Tell us about your goals.

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

01273 204999

enquiries@shackletonadvisers.co.uk