Shackleton. Britain's financial adviser - Livingston
SB
Financial Advisors
Shackleton. Britain's financial adviser - Livingston
The Alba Centre, Livingston EH54 7EG
# Shackleton: Britain's Financial Adviser
Shackleton is an independent financial planning firm headquartered in Livingston, Scotland, operating as one of the UK's largest advisory practices following its acquisition of Hurst Point Group. They serve individuals and businesses across the entire United Kingdom, providing comprehensive financial guidance on matters ranging from pensions and wealth management to mortgages and tax planning.
What distinguishes Shackleton is their deliberate departure from conventional financial services. Rather than offering generic, mass-market advice, they unite a network of long-established, respected local practices—typically operating for three decades or more—under a unified approach and fair fee structure. This model allows clients to access consistent, high-quality advice with a personal touch, grounded in genuine expertise and mutual respect.
The company's values are inspired by Sir Ernest Shackleton's 1914 Imperial Trans-Antarctic Expedition, embodying principles of dependability, fairness, courage and care. These aren't marketing slogans but behavioural commitments that underpin their client-first philosophy.
Shackleton serves both individuals navigating life transitions—retirement, divorce, inheritance—and business owners seeking specialist guidance. Their comprehensive service portfolio addresses pension consolidation, wealth protection, employee benefits, business owner advice and expert witness services, making them a one-stop resource for complex financial planning across all life stages.
Their distinguishing factor is simplicity combined with sophistication: transparent, straightforward advice delivered by seasoned professionals who prioritise client outcomes over product pushing.
Shackleton is an independent financial planning firm headquartered in Livingston, Scotland, operating as one of the UK's largest advisory practices following its acquisition of Hurst Point Group. They serve individuals and businesses across the entire United Kingdom, providing comprehensive financial guidance on matters ranging from pensions and wealth management to mortgages and tax planning.
What distinguishes Shackleton is their deliberate departure from conventional financial services. Rather than offering generic, mass-market advice, they unite a network of long-established, respected local practices—typically operating for three decades or more—under a unified approach and fair fee structure. This model allows clients to access consistent, high-quality advice with a personal touch, grounded in genuine expertise and mutual respect.
The company's values are inspired by Sir Ernest Shackleton's 1914 Imperial Trans-Antarctic Expedition, embodying principles of dependability, fairness, courage and care. These aren't marketing slogans but behavioural commitments that underpin their client-first philosophy.
Shackleton serves both individuals navigating life transitions—retirement, divorce, inheritance—and business owners seeking specialist guidance. Their comprehensive service portfolio addresses pension consolidation, wealth protection, employee benefits, business owner advice and expert witness services, making them a one-stop resource for complex financial planning across all life stages.
Their distinguishing factor is simplicity combined with sophistication: transparent, straightforward advice delivered by seasoned professionals who prioritise client outcomes over product pushing.
Services offered
Pension planningWealth managementRetirement adviceTax planningMortgage and property adviceBusiness owner adviceEmployee benefitsWealth protection