Ian Robinson

Sutton Coldfield

Home Meet the teamIan Robinson

Home Meet the team Ian Robinson

Qualifications

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FCA Register

My Qualifications

APFS (Advanced Diploma in Financial Planning)
ACIB (Associate of The London Institute of Banking & Finance)

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My details

0121 321 5901 07957 140 150

Sutton Coldfield

Accolades

My scores and awards

Meet Ian

I have over 40 years of financial services experience, including 34 as an Independent Financial Adviser.

I previously held positions as Branch Manager and District Manager for Nationwide Building Society, Partner of a Birmingham firm of independent financial advisers and Chief Executive of Levy Gee Financial Services.

I provide advice on many aspects of financial planning, including retirement planning, pensions, investments, tax planning and trusts. Along with Stephen Roberts, I founded my own financial advice business in 2001, Robson Lister – which in 2024 became Shackleton.

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Stephen Roberts

Head of Financial Planning - West Midlands and Chartered Financial Planner

Sutton Coldfield

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George Claverton

Financial Adviser

Sutton Coldfield

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Ben Cornwell

Chartered Financial Planner

Sutton Coldfield

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Julie Cattell

Chartered Financial Planner

Sutton Coldfield

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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.