Shackleton. Britain's financial adviser - Sutton Coldfield
SB
Financial Advisors
Shackleton. Britain's financial adviser - Sutton Coldfield
15, Sutton Coldfield B72 1RT
# Shackleton - Britain's Financial Adviser
Shackleton is an independent financial planning firm based in Sutton Coldfield, undergoing a transformational expansion through the acquisition of Hurst Point Group to create one of the UK's largest independent advisory networks. They provide unified, expert financial advice to clients across Britain through a consolidated group of long-established practices, many operating for over three decades.
The firm serves individuals and business owners seeking comprehensive financial guidance, from pension planning and wealth management through to retirement advice, tax strategies and inheritance planning. They specialise in supporting employees navigating benefits, homebuyers requiring mortgage advice, and business owners addressing complex financial challenges.
What distinguishes Shackleton is their explicit commitment to fair, transparent and dependable service. Rather than pursuing a fragmented approach, they unite respected regional practices under a single fee structure and consistent set of values. Their brand identity draws directly from Sir Ernest Shackleton's 1914 Antarctic expedition—embodying the explorer's principles of dependability, fairness, courage and respect for clients. This isn't merely marketing rhetoric but, according to the firm, behaviours embedded in their organisational character.
Their approach prioritises client-first service delivered with proven expertise and mutual respect. By standardising advisory quality nationwide whilst retaining established practices' local credibility, they position themselves as offering consistency without losing the personal touch that regional firms provide. This positions them distinctly within an industry often criticised for opacity and misaligned incentives.
Shackleton is an independent financial planning firm based in Sutton Coldfield, undergoing a transformational expansion through the acquisition of Hurst Point Group to create one of the UK's largest independent advisory networks. They provide unified, expert financial advice to clients across Britain through a consolidated group of long-established practices, many operating for over three decades.
The firm serves individuals and business owners seeking comprehensive financial guidance, from pension planning and wealth management through to retirement advice, tax strategies and inheritance planning. They specialise in supporting employees navigating benefits, homebuyers requiring mortgage advice, and business owners addressing complex financial challenges.
What distinguishes Shackleton is their explicit commitment to fair, transparent and dependable service. Rather than pursuing a fragmented approach, they unite respected regional practices under a single fee structure and consistent set of values. Their brand identity draws directly from Sir Ernest Shackleton's 1914 Antarctic expedition—embodying the explorer's principles of dependability, fairness, courage and respect for clients. This isn't merely marketing rhetoric but, according to the firm, behaviours embedded in their organisational character.
Their approach prioritises client-first service delivered with proven expertise and mutual respect. By standardising advisory quality nationwide whilst retaining established practices' local credibility, they position themselves as offering consistency without losing the personal touch that regional firms provide. This positions them distinctly within an industry often criticised for opacity and misaligned incentives.
Services offered
Pension planningWealth managementRetirement adviceTax planningMortgage and property adviceBusiness owner adviceEmployee benefitsPensions on divorce