How we help

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We take a holistic approach to long-term financial planning – by carefully assessing exactly where you are in life and offering a wide range of expert services to match your individual needs.

From helping you with the most effective ways to build your assets, to setting out the most efficient ways to enjoy them – and everything in between.

Where are you right now?

Tax planning advice

Wealth protection

Retirement advice

Wealth management

Pension Planning

Passing on wealth

Employee Benefits

Planning for later life

Pension consolidation

Pensions on divorce

Business Owner Advice

Expert Witness Service

Every step together.

We have a well-defined approach to help you reach your financial goals.

Find out more

Initial meeting

Information gathering

Research and analysis

Agreeing the route

Beginning the journey

Reviewing our process

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.