Save & Invest

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Part of the Shackleton Group

Save & Invest

In December 2025, 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 Shackelton, 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."

Craig Morton

Financial Adviser

Glasgow

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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.

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