# Shackleton \- Britain's financial adviser

> Reach financial freedom with Shackleton's Chartered financial planners\. Tax, pension, mortgage and investment advice to achieve your goals\.

Generated by Yoast SEO v28.4, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Homepage](https://wordpress-1476387-5600736.cloudwaysapps.com/)
- [FAQs](https://wordpress-1476387-5600736.cloudwaysapps.com/contact/faqs/)
- [How we invest](https://wordpress-1476387-5600736.cloudwaysapps.com/why-were-different/how-we-invest/)
- [Our story](https://wordpress-1476387-5600736.cloudwaysapps.com/meet-the-team/our-story/)
- [Cookies Policy](https://wordpress-1476387-5600736.cloudwaysapps.com/cookies-policy/)

## Posts
- [June investment update](https://wordpress-1476387-5600736.cloudwaysapps.com/june-investment-update/)
- [Life expectancy calculations](https://wordpress-1476387-5600736.cloudwaysapps.com/life-expectancy-calculations/)
- [Pensions Commission Mk II: a warning on retirement saving](https://wordpress-1476387-5600736.cloudwaysapps.com/pensions-commission/)
- [Reinventing the State pension](https://wordpress-1476387-5600736.cloudwaysapps.com/reinventing-the-state-pension/)
- [What goes into the tax cocktail?](https://wordpress-1476387-5600736.cloudwaysapps.com/what-goes-into-the-tax-cocktail/)

## Client Types
- [Wealth management](https://wordpress-1476387-5600736.cloudwaysapps.com/how-we-help/wealth-management/)
- [Personal Injury \& Court of Protection](https://wordpress-1476387-5600736.cloudwaysapps.com/how-we-help/personal-injury-court-of-protection/)
- [Employee Benefits](https://wordpress-1476387-5600736.cloudwaysapps.com/how-we-help/employee-benefits/)
- [Pensions on divorce](https://wordpress-1476387-5600736.cloudwaysapps.com/how-we-help/pension-on-divorce-expert/)
- [Expert Witness Service](https://wordpress-1476387-5600736.cloudwaysapps.com/how-we-help/expert-witness/)

## Client Stories
- [Nathalie McGloin](https://wordpress-1476387-5600736.cloudwaysapps.com/client-stories/nathalie-mcgloin-2/)
- [The Hon\. Alexandra Shackleton](https://wordpress-1476387-5600736.cloudwaysapps.com/client-stories/alexandra-shackleton/)
- [David Holmes](https://wordpress-1476387-5600736.cloudwaysapps.com/client-stories/david-holmes/)
- [Nathalie McGloin](https://wordpress-1476387-5600736.cloudwaysapps.com/client-stories/nathalie-mcgloin/)
- [Rosie Mayes](https://wordpress-1476387-5600736.cloudwaysapps.com/client-stories/rosie-mayes/)

## Ambassadors
- [Alexandra Shackleton](https://wordpress-1476387-5600736.cloudwaysapps.com/ambassadors/alexandra-shackleton/)
- [Nathalie McGloin](https://wordpress-1476387-5600736.cloudwaysapps.com/ambassadors/nathalie-mcgloin/)

## Events
- [Alderley Edge Cricket Club Summer Ball](https://wordpress-1476387-5600736.cloudwaysapps.com/events/alderley-edge-cricket-club-summer-ball/)

## Locations
- [Norwich](https://wordpress-1476387-5600736.cloudwaysapps.com/locations/norwich/)
- [Norwich \- Demo](https://wordpress-1476387-5600736.cloudwaysapps.com/locations/norwich-demo/)
- [Haywards Heath](https://wordpress-1476387-5600736.cloudwaysapps.com/locations/haywards-heath/)
- [London, Marlow House](https://wordpress-1476387-5600736.cloudwaysapps.com/locations/london-marlow-house/)
- [London, Store Street](https://wordpress-1476387-5600736.cloudwaysapps.com/locations/store-street/)

## Team Members
- [Paul Test](https://wordpress-1476387-5600736.cloudwaysapps.com/team-members/paul-test/)
- [Lewis Giaramita](https://wordpress-1476387-5600736.cloudwaysapps.com/team-members/lewis-giaramita/)
- [Simon Ricca](https://wordpress-1476387-5600736.cloudwaysapps.com/team-members/simon-ricca/)
- [Jonathan Prout](https://wordpress-1476387-5600736.cloudwaysapps.com/team-members/jonathan-prout/)
- [Wayne Nutland](https://wordpress-1476387-5600736.cloudwaysapps.com/team-members/wayne-nutfield/)

## PI \& COP Team Members
- [Kinga Kos](https://wordpress-1476387-5600736.cloudwaysapps.com/pi-cop-team-members/kinga-kos/)
- [Matthew Bourn](https://wordpress-1476387-5600736.cloudwaysapps.com/pi-cop-team-members/matthew-bourn/)
- [Shaun Moore](https://wordpress-1476387-5600736.cloudwaysapps.com/pi-cop-team-members/shaun-moore/)
- [Dawn Lally](https://wordpress-1476387-5600736.cloudwaysapps.com/pi-cop-team-members/dawn-lally/)
- [Michelle Morris](https://wordpress-1476387-5600736.cloudwaysapps.com/pi-cop-team-members/michelle-morris/)

## Acquisitions
- [Ellis Bates](https://wordpress-1476387-5600736.cloudwaysapps.com/acquisitions/ellis-bates/)
- [Shorts](https://wordpress-1476387-5600736.cloudwaysapps.com/acquisitions/shorts/)
- [Arundel Wealth Management](https://wordpress-1476387-5600736.cloudwaysapps.com/acquisitions/arundel/)
- [PK Financial Planning \& PK Wealth](https://wordpress-1476387-5600736.cloudwaysapps.com/acquisitions/pk/)
- [KMG](https://wordpress-1476387-5600736.cloudwaysapps.com/acquisitions/kmg/)

## Resources
- [5 key financial planning steps to consider during a divorce](https://wordpress-1476387-5600736.cloudwaysapps.com/resources/guide-test/)
- [rerfefefe](https://wordpress-1476387-5600736.cloudwaysapps.com/resources/rerfefefe/)
- [Insight test](https://wordpress-1476387-5600736.cloudwaysapps.com/resources/insight-test/)

## Careers
- [HR Transformation Administrator \- FTC](https://wordpress-1476387-5600736.cloudwaysapps.com/careers/hr-transformation-administrator-ftc/)
- [Senior Administrator](https://wordpress-1476387-5600736.cloudwaysapps.com/careers/senior-administrator/)
- [Paraplanner](https://wordpress-1476387-5600736.cloudwaysapps.com/careers/paraplanner-national/)
- [Administrator](https://wordpress-1476387-5600736.cloudwaysapps.com/careers/administrator/)
- [Investment Operations Co\-ordinator](https://wordpress-1476387-5600736.cloudwaysapps.com/careers/investment-operations-co-ordinator/)

## Qualifications
- [Business Financial Planning](https://wordpress-1476387-5600736.cloudwaysapps.com/qualifications/business-financial-planning/)
- [CeCM](https://wordpress-1476387-5600736.cloudwaysapps.com/qualifications/cecm/)
- [Certified Financial Planner](https://wordpress-1476387-5600736.cloudwaysapps.com/qualifications/certified-financial-planner/)
- [MLIBF](https://wordpress-1476387-5600736.cloudwaysapps.com/qualifications/mlibf/)
- [Cert CII](https://wordpress-1476387-5600736.cloudwaysapps.com/qualifications/cert-cii/)

## Accreditations
- [SOLLA Associate](https://wordpress-1476387-5600736.cloudwaysapps.com/accreditations/solla-associate/)
- [Chartered MSCI](https://wordpress-1476387-5600736.cloudwaysapps.com/accreditations/chartered-msci/)
- [STEP](https://wordpress-1476387-5600736.cloudwaysapps.com/accreditations/step/)
- [Member of Equity Release Council](https://wordpress-1476387-5600736.cloudwaysapps.com/accreditations/member-of-equity-release-council/)
- [Associate member of Resolution](https://wordpress-1476387-5600736.cloudwaysapps.com/accreditations/associate-member-of-resolution/)

## Categories
- [Brochures \& financial guides](https://wordpress-1476387-5600736.cloudwaysapps.com/category/brochures-financial-guides/)
- [Business financial advice](https://wordpress-1476387-5600736.cloudwaysapps.com/category/business-financial-advice/)
- [Estate planning \& inheritance tax](https://wordpress-1476387-5600736.cloudwaysapps.com/category/estate-planning-inheritance-tax/)
- [Financial news \& insights](https://wordpress-1476387-5600736.cloudwaysapps.com/category/financial-news-insights/)
- [Financial planning](https://wordpress-1476387-5600736.cloudwaysapps.com/category/financial-planning/)

## Tags
- [financial planning](https://wordpress-1476387-5600736.cloudwaysapps.com/tag/financial-planning/)
- [investment](https://wordpress-1476387-5600736.cloudwaysapps.com/tag/investment/)
- [investment update](https://wordpress-1476387-5600736.cloudwaysapps.com/tag/investment-update/)
- [acquisition](https://wordpress-1476387-5600736.cloudwaysapps.com/tag/acquisition/)
- [press release](https://wordpress-1476387-5600736.cloudwaysapps.com/tag/press-release/)

## Team Members Role
- [Head of Investments \- PI \& COP Division](https://wordpress-1476387-5600736.cloudwaysapps.com/role/head-of-investments-pi-cop-division/)
- [Chief Investment Officer \- CIM](https://wordpress-1476387-5600736.cloudwaysapps.com/role/chief-investment-officer-cim/)
- [Expert Witness Manager](https://wordpress-1476387-5600736.cloudwaysapps.com/role/expert-witness-manager/)
- [Chartered Financial Planner](https://wordpress-1476387-5600736.cloudwaysapps.com/role/chartered-financial-planner/)
- [Chief Executive Officer](https://wordpress-1476387-5600736.cloudwaysapps.com/role/chief-executive-officer/)

## Team Members Location
- [Exeter](https://wordpress-1476387-5600736.cloudwaysapps.com/location/exeter/)
- [Alderley Edge](https://wordpress-1476387-5600736.cloudwaysapps.com/location/alderley-edge/)
- [Birmingham](https://wordpress-1476387-5600736.cloudwaysapps.com/location/birmingham/)
- [Bristol](https://wordpress-1476387-5600736.cloudwaysapps.com/location/bristol/)
- [Chester](https://wordpress-1476387-5600736.cloudwaysapps.com/location/chester/)

## Team Members Department
- [Argentis](https://wordpress-1476387-5600736.cloudwaysapps.com/department/argentis/)
- [Expert Witness](https://wordpress-1476387-5600736.cloudwaysapps.com/department/expert-witness/)
- [Employee Benefits](https://wordpress-1476387-5600736.cloudwaysapps.com/department/employee-benefits/)
- [Executive Committee](https://wordpress-1476387-5600736.cloudwaysapps.com/department/executive-committee/)
- [Financial Advisers](https://wordpress-1476387-5600736.cloudwaysapps.com/department/financial-advisers/)

## PI \& COP Team Members Role
- [Chartered Financial Planner](https://wordpress-1476387-5600736.cloudwaysapps.com/role/chartered-financial-planner/)
- [Financial Adviser](https://wordpress-1476387-5600736.cloudwaysapps.com/role/financial-adviser/)
- [Head of Financial Planning IM Asset Management t/a Shackleton](https://wordpress-1476387-5600736.cloudwaysapps.com/role/head-of-financial-planning-im-asset-management-t-a-shackleton/)

## PI \& COP Team Members Location
- [Birmingham](https://wordpress-1476387-5600736.cloudwaysapps.com/location/birmingham/)
- [Leeds](https://wordpress-1476387-5600736.cloudwaysapps.com/location/leeds/)
- [London](https://wordpress-1476387-5600736.cloudwaysapps.com/location/london/)
- [Newcastle](https://wordpress-1476387-5600736.cloudwaysapps.com/location/newcastle/)
- [Sheffield](https://wordpress-1476387-5600736.cloudwaysapps.com/location/sheffield/)

## PI \& COP Team Members Department
- [Financial advisers](https://wordpress-1476387-5600736.cloudwaysapps.com/department/financial-advisers/)
- [Leadership team](https://wordpress-1476387-5600736.cloudwaysapps.com/department/leadership-team/)

## Resources Type
- [Insight](https://wordpress-1476387-5600736.cloudwaysapps.com/type/insight/)
- [Guide](https://wordpress-1476387-5600736.cloudwaysapps.com/type/guide/)

## Careers Location
- [Hove](https://wordpress-1476387-5600736.cloudwaysapps.com/location/hove/)
- [Nationwide](https://wordpress-1476387-5600736.cloudwaysapps.com/location/nationwide/)
- [Harrogate](https://wordpress-1476387-5600736.cloudwaysapps.com/location/harrogate/)
- [Alderley Edge](https://wordpress-1476387-5600736.cloudwaysapps.com/location/alderley-edge/)
- [Gatwick](https://wordpress-1476387-5600736.cloudwaysapps.com/location/gatwick/)

## Optional
- [Sitemap index](https://wordpress-1476387-5600736.cloudwaysapps.com/sitemap_index.xml)