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Shackleton Advisers
Shackleton Advisers is a bank / wealth / trust based in London, founded 1990; the Altss profile covers its classification, headquarters, registration, AUM...
Shackleton Advisers
Reach financial freedom with Shackleton's Chartered financial planners. Tax, pension, mortgage and investment advice to achieve your goals.
General information
Firm type
Bank / Wealth / Trust
Year founded
1990
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
40 Gracechurch Street, London EC3V 0BT
Additional offices
Alderley Edge · Bristol · Chester · Chesterfield · Cirencester · Dorking · Edinburgh · Gatwick · Glasgow · Harrogate · Hingham · Horsham · Hove · Leeds · Newcastle · Newton Abbot · Norwich · Pembury · Perth · Petersfield · Plymouth · Richmond · Sheffield · Sittingbourne · Sutton Coldfield · Wellington
Frequently asked questions
Who runs investment decisions at Shackleton Advisers?
Shackleton has not publicly disclosed the names of its CIO, investment committee members, or lead investment professionals. The firm's public materials describe a unified advice approach with in-house commentary, suggesting a centralised investment function, but individual decision-makers are not named on the current website.
How does Shackleton source its deals for acquiring advisory firms?
Shackleton does not disclose its origination process. Given the acquisitions of Arundel Wealth Management and Hurst Point announced in April 2026, it likely maintains an in-house corporate development function targeting retiring IFA principals or firms looking for succession, but no external advisor or deal-sourcing pipelines have been made public.
Is Shackleton structured as a single unified firm or a network of separate practices?
Shackleton presents as a single entity: Shackleton Advisers Limited, with one brand, one fee structure and one set of values. All acquired firms appear to be fully integrated into the Shackleton brand, unlike network models where firms retain their original trading names and some operational independence.
Does Shackleton construct its own investment portfolios or outsource?
The firm describes unified, expert advice nationwide and publishes original market commentary and investment updates, implying an in-house investment proposition. However, it has not publicly confirmed whether model portfolios, discretionary fund management, or research are entirely internal or partly outsourced to third-party providers.
What does the 'Hurst Point' acquisition mean for Shackleton's scale?
Shackleton described the April 2026 acquisition of Hurst Point as 'transformational', suggesting it materially increased assets under advice, adviser headcount or geographic reach. No financial terms or exact AUM figures were disclosed publicly, but the language indicates a significant step-change in the firm's national footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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