Why we’re different.

HomeWhy we’re different.

As Britain’s financial adviser we take inspiration from our namesake, and one of the nation’s greatest heroes, the explorer Ernest Shackleton. By embodying his timeless values of respect, fairness, care, dependability and courage we intend to make financial advice more accessible across the UK.

We’re fully independent, which means we’re able to adapt to changes in the financial landscape and your personal circumstances. We’re also Chartered, which means we adhere to the very highest professional standards.

Our values

How we help.

We take a holistic approach to long-term financial planning – always beginning with you and your needs, before recommending which of our expert services would suit best.

To that end, all our advisers are fully employed by us and are focused solely on acting in your best interests – in fact, this is the primary criterion against which they’re rewarded.

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How we invest.

Our focus on being Britain’s financial adviser means that we prioritise robustness, quality, and affordability when it comes to how we invest.

Your adviser will work very closely with you to select the options that best suit your individual needs and objectives, from a range of investment solutions managed by our in-house team of experts.

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Fair and transparent charges.

We believe in opening up the world of financial planning to more people, which is why we keep our fees reasonable and transparent from the start.

With fairness and clarity comes genuine trust and collaboration.

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We’re independent and objective.

When it comes to deciding which approach to take, we’re free to recommend what makes most sense for you.

We’re not limited to any one provider – whether that’s pensions, mortgages, insurance, or any other service you might need. This is what’s called a ‘whole of market’ approach.

We’re Chartered, which means highly qualified.

Chartered status is the ‘gold standard’ in financial planning and it’s rare that a financial planning company is Chartered. We’re very proud to be one of them.

Being Chartered commits us to offering the highest quality advice while adhering to a strict code of ethics – both of which are reflected in how we work with our clients.