Tom Wheatley

Financial Planning Manager

Chester

Financial Advisers

Meet Tom

Tom has worked in Financial Services for over 8 years, and with over 5 years’ experience as a Financial Planner. Before joining the team in November 2023, he supervised a team of 12 Financial Planners providing advice across the whole of the UK.

Now for the important information

Qualifications

Lisa Baker

Financial Adviser

Hove

Howard Barnes

Group Compliance Director

Hove

Sarah Brine

Acquisition Development Manager

Hove

Kieran McIntosh

M&A Director

Hove

Tony Campbell

Financial Adviser

Hove

Louise Conway

Operations Director

Hove

Michael Cope

Chief Commercial Officer

Harrogate

Julie Cooper

Financial Adviser

London

Geoff Croden

Chartered Financial Planner

Pembury

Jenna Duffett

Chartered Financial Planner

Horley

Zoe Ealey

Head of Mortgages

Hove

Eva Ellis

Financial Adviser

Hove

Paul Feeney

Chief Executive Officer

London

Hayden Fisher

Financial Adviser

Pembury

Govind Kapoor

Financial Adviser

Hove

Sue Harding

Chartered Financial Planner

Horley

Paul Hutton

Head of London

London

Kevin Harms

Chartered Financial Planner

Hove

Pete Herdman

Chartered Financial Planner

Hove

Kevin Horry

Financial Adviser

Chester

Grant Hotson

Chief Financial Officer

London

Tom Huntington

Chartered Financial Planner

Hove

Eloise Jenner

Head of Financial planning South East

Hove

Michelle Johnson

Acquisition Development Administrator

Hove

Lisa Jones

Fund Analyst

Horley

Mark Knight

Chartered Financial Planner

Chester

Clive Lister

Employee Benefits Manager

Hove

Clair Lythe

Chartered Financial Planner

Chester

Charlie Lloyd

Head of Investments

Hove

Mark Lloyd

Financial Adviser

Hove

Jessica Lyons

Financial Adviser

London

Andy Macguire

Chartered Financial Planner

London

Sam Martin

Financial Adviser

Hove

Nick Matthews

Chartered Financial Planner

Horley

Tom McConnell

Chartered Financial Planner

Petersfield

Patrick McIntosh

Chartered Financial Planner

Horley

Neil Mercier

Financial Adviser

Horsham

Steve Midgley

Financial Adviser

London

Elizabeth Mills

Chief Operating Officer

Harrogate

Ollie Noble

Investment Manager

Hove

Wayne Nutland

Investment Manager

Hove

Andrew Nuding

Head of Financial Planning - London

London

Jonathan Ollerenshaw

Chartered Financial Planner

Pembury

Andrew Peters

Financial Adviser

London

Robbie Pierce

Financial Adviser

Chester

Stephanie Potter

Pension on Divorce Expert

Pembury

Jim Rixon

Financial Adviser

Hove

Chris Roberts

Head of Acquisition Development

Hove

Alan Sippetts

Investment Consultant

London

Jack Skerritt

Financial Adviser

Hove

Richard Skerritt

Group Non-Executive Director

Hove

Charles Sparrow

Transformation Director

Hove

Jack Walmsley

Chartered Financial Planner

London

Jeremy Watson

Financial Adviser

Hove

Tom Wheatley

Financial Planning Manager

Chester

Conrad Whittingham

Chartered Financial Planner

Pembury

Stuart Williams

Head of Wealth Builder

Hove

Robert Young

Financial Adviser

London

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