Financial advice & wealth management

Life stage planning.

Whether you aspire to retire early, protect your estate, or provide your children with a private education, setting out your goals and planning how to achieve them is an essential step in realising your ambitions.

Whatever financial and life goals you have, our expert advisers will help you implement solid foundations and wise habits. We’ll advise on how to save and invest your money in line with your goals, and how to maximise tax allowances.

Where we come in.

Financial planning.

Working together, we’ll help you identify what you want your future to look like and how your finances need to line up to achieve it. Then using our expertise, we’ll create a personalised plan to prepare you for the challenges and opportunities that lie ahead.

Investment advice.

Whether you are new to investing and feeling cautious, or are more experienced and adventurous, your adviser will work closely with you to select the options that suit your individual needs. They then collaborate on an ongoing basis with our paraplanning and in-house investment team to ensure the investment portfolios we manage on your behalf remain appropriate to your needs and attitude to risk.

Plan for the unexpected.

With the right financial protection, you will gain peace of mind and have something to fall back on if you can no longer provide for yourself. Together, we will look at different solutions to protect your income and any accumulated wealth.

Talk to an expert.

Whether you’re clear on what you need, or want an initial chat to find out, we can help.

Get in touch

Meet some of our expert team.

Our highly experienced specialists are ready to help

Pension on divorce

Stephanie Potter

Retirement Planning

Eloise Jenner

Inheritance Tax planning

Geoff Croden

Mortgages

Zoe Ealey

Investments

Charlie Lloyd

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

    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.

    This website is for general information only and does not constitute advice. We recommend you speak to your financial adviser before making any decisions. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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