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Save & Invest

HomeSave & Invest

Part of the Shackleton Group

Save & Invest

In December 2024, Shackleton announced the purchase of Save & Invest. Through the acquisition of Save & Invest, Shackleton expands its Northern footprint in Scotland, welcoming a skilled team with valuable expertise.

At Shackleton, we believe it’s time for a new approach to financial advice, one which is fair, transparent, dependable and consistent – for the whole of the UK. One based on proven expertise and mutual respect. One which genuinely puts clients first and is bold in its simplicity.

We’re bringing together the most respected, professional financial advice practices and uniting them under one approach, one fair and affordable fee structure and a single set of values. The firms that join us are long established, typically for three decades or more.

For clients of Save & Invest, it’s business as usual. Your dedicated team will continue delivering the same high-quality service and trusted advice you’ve always relied on.

Paul Feeney, CEO of Shackleton:

"We are thrilled to welcome the team at Save & Invest to the Shackleton Group. This acquisition enhances our footprint across Scotland and aligns perfectly with our ambition to become Britain’s leading financial advice firm"

Click below to read the full press release from the acquisition.

S&I Acquisition

Jeffrey Deans, Founder and Managing Director of S&I:

"Save & Invest is proud to be one of the founders of a new national, values driven, financial advisory business, Shackleton. We do now have colleagues nationwide and an even greater range of services and specialisms. I look forward to introducing you to our Shackleton colleagues and if you have any questions please contact me or your adviser."

Learn more about Shackleton

Your dedicated team

The team is still here to support you every step of the way, now as part of the Shackleton group.

Kenny McAlpine

Financial Adviser

Glasgow

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Lynsey Fraser

Financial Adviser

Glasgow

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Paul Fincham

Financial Adviser

London

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Jeffrey Deans

Founder and Financial Adviser

Glasgow

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Lisa Donald

Financial Adviser

Glasgow

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David Strachan

Financial Adviser

Glasgow

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Philip Howard

Chartered Financial Planner

Glasgow

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Adam Fallon

Financial Adviser

Glasgow

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Craig Morton

Trainee Adviser

Glasgow

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WealthPro portal access

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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.