Welcome to your Annual Review

HomeWelcome to your Annual Review

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

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.