Your PI and COP advisers

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Steve Balmer

Steve Balmer

Financial Adviser

PI & COP Division

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Birmingham

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Shaun Moore

Shaun Moore

Financial Adviser

PI & COP Division

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Newcastle

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Phil Goldthorp

Phil Goldthorp

Financial Adviser

PI & COP Division

·

Sheffield

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Olivia Newman

Financial Adviser

PI & COP Division

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London

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Nicola Sutcliffe

Nicola Sutcliffe

Financial Adviser

PI & COP Division

·

Sheffield

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Michelle Morris

Chartered Financial Planner

PI & COP Division

·

Sheffield

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Matthew Bourn

Matthew Bourn

Chartered Financial Planner

PI & COP Division

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London

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Louise Bowman

Louise Bowman

Chartered Financial Planner

PI & COP Division

·

London

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Kinga Kos

Kinga Kos

Financial Adviser

PI & COP Division

·

Birmingham

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John Riley-Dibb

John Riley-Dibb

Chartered Financial Planner

PI & COP Division

·

Leeds

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Ed Tomlinson

Edward Tomlinson

Head of Financial Planning - PI & COP division

PI & COP Division

·

Sheffield

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Dawn Lally

Dawn Lally

Financial Adviser

PI & COP Division

·

Sheffield

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David Scott

David Scott

Investment Manager & Financial Adviser - PI & COP division

PI & COP Division

·

Leeds

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Billy Asif

Billy Asif

Financial Adviser

PI & COP Division

·

London

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Our Story

We’re creating Britain’s financial adviser, bringing together one business, under one consistent approach, with the same fair and affordable fee structure and a single set of values, with the aim of being the most trusted financial advice firm in the country.

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Discover more about our remarkable Founders who contribute to the legacy of Shackleton

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    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.

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