Sam Tisbury

I have worked in financial services since leaving college in 2007 and have built up a wealth of experience at top investment management and financial planning firms in London, before moving to the South West in September 2021. Whilst building this experience, I undertook countless hours of study to achieve Fellow status with the Personal Financial Society; the highest level of qualification that can be attained by a Financial Planner.

I joined Shackleton Advisers in May 2025 to help manage their clients and continue to build their brand and presence in the South West. I enjoy building relationships and getting to know my clients, understanding what their objectives are and helping them achieve their goals, as simply as possible.

I offer holistic advice, and my expertise spans across all areas of financial planning, including retirement planning, Inheritance Tax planning and investment planning, as well as protection and cash flow modelling. Having started my career at a SIPP administration company, I have a natural bias towards pensions.

Outside of work, I am a distinctly average runner chasing the marathon majors, and use this passion as an excuse to travel and run around new places overseas. I enjoy keeping active and you can often find me of a weekend out exploring and hiking the wonderful trails our countryside has to offer.