Welcome to your Annual Review

We have outlined the process for you, step by step, to make sure you know what to expect and prepare for your annual review meeting.

How it works

Shackleton's annual review process

1

Your adviser invites you to the Annual Review Meeting

2

Book a meeting with your Adviser

3

4

Update your profile on the PFP

5

Attend the meeting with your Adviser

6

Your Adviser send out your suitability report

7

Your annual Review is completed

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

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.

This website is for general information only and does not constitute advice. We recommend you speak to your financial adviser before making any decisions. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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