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The values that drive us

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Your PI and COP advisers

HomeMeet the PI & COP team

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Steve Balmer

Steve Balmer

Financial Adviser

PI & COP Division

·

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

·

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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Billy Asif

Billy Asif

Financial Adviser

PI & COP Division

·

London

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Discover more about us

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.

Our story

Our Founders

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

Our Values

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

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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