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Financial guides

HomeResources Financial guides

Click on the images below to download our financial guides.

5th November 2025

Shackleton Personal Finance Portal

27th October 2025

Saving for Retirement

16th September 2025

Investing Tax Efficiently

5th August 2025

Investing for Children

10th July 2025

What the Back to the Future ripple effect could teach you about financial planning

23rd May 2025

Shackleton guide – The home movers guide to mortgages

19th May 2025

Shackleton guide – How cashflow planning can help you

28th March 2025

Shackleton guide – The spring forecast 2025

19th February 2025

Shackleton guide – Tax allowances to use before end of tax year 2024-2025

20th January 2025

Shackleton guide – 5 key financial planning steps to consider during a divorce

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    Shackleton is a trading style of Shackleton Advisers Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 163291.Shackleton Advisers Limited is a limited company registered in England and Wales, with number 04129116. The company’s registered address is 40 Gracechurch Street, London EC3V 0BT.

    Shackleton is a trading style of IM Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 402770.IM Asset Management Limited is a limited company registered in England and Wales, with number 05016348. The company’s registered and correspondence address is 38 Carver Street, Sheffield, South Yorkshire, S1 4FS.

    Shackleton is a trading style of Save & Invest (Financial Planning) Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 144940. Save & Invest (Financial Planning) Limited is a limited company registered in Scotland, with number SC113651. The company’s registered address is 100 West Street, Glasgow, G2 2QD.

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