Save & Invest (Financial Planning) Limited

• Principal Place of Business

  Save & Invest (Financial Planning) Ltd

  100 West Regent Street

  Glasgow

  Glasgow City

  G2 2QD

  UNITED KINGDOM

  Phone

  +4401413328088

  Web

  https://shackletonadvisers.co.uk

• Complaints Contact

  Save & Invest (Financial Planning) Ltd

  100 West Regent Street

  Glasgow

  Glasgow City

  G2 2QD

  UNITED KINGDOM

  Phone

  +4401413328088

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Ferrier John Pryde

  IRN FJP01025

  • CF30 Customer (1 Nov 2007 to 9 Dec 2011)
  • CF24 Pension Transfer Specialist (26 Feb 2007 to 31 Oct 2007)
  • CF21 Investment Adviser (26 Feb 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (23 Nov 2006 to 26 Feb 2007)
• Gary Peter Richard King

  IRN GPK00005

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 3 Mar 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 3 Mar 2003)
• Gavin Alistair Imrie

  IRN GAI00002

  • CF21 Investment Adviser (15 Jul 2004 to 2 Mar 2007)
• Graham John Scott

  IRN GJS00019

  • CF30 Customer (1 Nov 2007 to 20 Apr 2012)
  • CF21 Investment Adviser (20 Jul 2004 to 31 Oct 2007)
• Grant Thomas Hotson

  IRN GTH01036

  • SMF3 Executive Director (since 12 Mar 2025)
• Jeffrey William Deans

  IRN JWD00008

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 29 Oct 2024)
  • SMF1 Chief Executive (9 Dec 2019 to 5 Jun 2025)
  • CF30 Customer (26 Mar 2013 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF3 Chief Executive (1 Dec 2001 to 8 Dec 2019)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 15 Jan 2008)
• Jennifer Dunlop

  IRN JXD01119

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 6 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 6 Jan 2026)
• Jeremy Macduff Brettell

  IRN JMB01351

  • CF1 Director (30 Jan 2006 to 6 Oct 2006)
• John Alan Dunlop

  IRN JAD00017

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2021)
  • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2021)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John Donald Kidd Curror

  IRN JDC00019

  • CF30 Customer (1 Nov 2007 to 24 Dec 2009)
  • CF21 Investment Adviser (15 Jul 2004 to 31 Oct 2007)

• Save & Invest FT Limited (no longer appointed)

  FRN 464453 · Appointed 26 Feb 2007 · Until 24 Oct 2025

No changes recorded yet.