Our story

Shackleton has been formed by bringing together into one business what we firmly believe to be some of the most respected and professional financial advice firms across the UK – under one consistent approach, the same fair and affordable fee structure and a single set of values. All with the aim of being the most trusted financial advice firm in the country.

We may be a relatively new name, but the companies that have chosen to join us are all long established – typically for three decades or more – and highly respected leaders in their regions.

We already have a substantial presence across the country, and as more firms choose to become part of Shackleton the future is exciting – for us, our clients and everyone in the UK who would benefit from fair, affordable financial advice.

We are establishing Shackleton because we believe there’s a huge, un-met need across the United Kingdom for trustworthy financial advice – built on and inspired by universally admired and respected British values like respect, fairness, care, dependability and courage. Values which are also espoused by our namesake, one of our nation’s greatest explorers, Sir Ernest Shackleton.

“The greatest leader that ever came on God’s earth, bar none.” – a description of Sir Ernest Shackleton, attributed to Sir Raymond Priestly.