Shackleton introduces VouchedFor’s Elevation client survey

LONDON – 5 March 2025.  Shackleton  – Britain’s financial adviser (‘Shackleton’) is delighted to announce that it has invested in the company-wide roll out of VouchedFor’s enhanced client survey, Elevation. The activation of this highly respected resource will provide in-depth client feedback, an understanding of industry trends, identify actions, and will uncover opportunities to continue improve the company’s overall client service.

The Elevation insights will support Shackleton’s focus on raising the bar with regards to improving its overall clients’ experience, as well as its commitment to meeting its Consumer Duty requirements, especially that of collecting and acting upon client feedback.

Today’s announcement demonstrates Shackleton’s focus on delivering on its goal of being recognised as the most trusted provider of financial advice in the country, alongside maintaining its Chartered status, the pinnacle of financial planning standards.

It also highlights that Shackleton aims to treat clients in a fair and transparent way, and that it is true to the company’s five important core values – respect, fairness, care, dependability and courage.

An orchestrated and controlled enrolment process

Shackleton’s advisers will be enrolled onto the Elevation system in controlled stages over the coming months.

Following this, monthly client feedback will be collected and monitored, which will allow Shackleton to make any changes necessary to address potential issues or opportunities identified in the Elevation survey.

Paul Feeney, CEO of Shackleton, comments:

“Our clients are our priority, and we always strive to act in their best interest. Given this, we believe it is paramount to actively seek their feedback to make meaningful improvements and ensure we deliver the highest level of service. In addition, having access to market-leading, up-to-date client and industry insights is also vital as we continue to grow, uniting the country’s top financial advice firms into one exceptional business.”

Alex Whitson, Managing Director at VouchedFor, added:

“Shackleton’s commitment to delivering a new standard of advice is evident in the quality of the firms it is acquiring, the largest of which we have worked with for years.  We’re delighted to be partnering with Shackleton to help it harness the full value of client feedback.”

Elevation – a superior provider of market insights

Elevation provides advice firms with a robust, consistent dataset, enabling them to measure, deliver and evidence good outcomes. This is particularly important for firms growing through acquisition given the current regulatory focus on M&A in the advice sector.

Elevation offers firm- and adviser-level dashboards, including industry benchmarks, to help show firms the specific actions they can take to help meet the Consumer Duty and deliver excellent client outcomes.

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Media enquiries

Alice Sundell, alice.sundell@shackletonadvisers.co.uk

About Shackleton – Britain’s financial adviser:

Headquartered in London and managing ~ £6B of assets under advice and management, Shackleton operates as a single, nationwide financial advice company, with a physical presence in 19 major cities and towns across Britain, as of 5^th of March 2025.

The company has been rapidly growing its scale, and reputation of being an industry consolidator, through a successful Buy & Build strategy, supported by Sovereign Capital Partners. Click HERE to read more about Sovereign Capital. Seven acquisitions were made during 2024, followed by one in Q1 2025.

Shackleton is bringing together into one business what it firmly believes to be the best, most professional financial advice firms from across the country, uniting them with a single identity, a single approach, and a single set of values.

Operating with a unified identity, values and culture, a unified way of operating, a single approach to investment, and a single, affordable and transparent charging structure, Shackleton aims to be recognised as the most trusted provider of financial advice in the country.

Shackleton is built on and inspired by universally admired and respected British values, values espoused by its namesake, Britain’s greatest explorer, Sir Ernest Shackleton. Five core values sit at the heart of Shackleton: Respect, Fairness, Care, Dependability and Courage.

Click HERE to find out more about Shackleton and its values.

About Elevation:

Elevation is an enhanced client survey from VouchedFor. It helps UK advisers collect client feedback and act on it to drive business growth.

Built on 250,000 clients’ feedback and 12 years’ expertise, the survey has been carefully engineered by testing hundreds of questions to arrive at the most valuable ones.Elevation offers completely private feedback, industry benchmarks, and a real-time Consumer Duty Report. More than 1,000 advisers from leading advice firms have chosen Elevation as their preferred survey solution for Consumer Duty.

Click HERE to find out more about Elevation and HERE to read about VouchedFor.