Shackleton Advisers Limited

• Principal Place of Business

  Skerritts

  40 Gracechurch Street

  London

  City Of London

  EC3V 0BT

  UNITED KINGDOM

  Phone

  +4401273204999

  Web

  https://www.shackletonadvisers.co.uk

• Complaints Contact

  Shackleton

  Skerritt House 23b-23d

  Coleridge Street

  Hove

  Brighton And Hove

  BN3 5AB

  UNITED KINGDOM

  Phone

  +4401273204999

• 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

  Show 2 limitations Hide limitations

  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, 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.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, 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

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

  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, 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.

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, 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.

• Manages Your Portfolio

  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), Share, Structured Deposits, Unit, Warrant

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  • · 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• Robin John Lloyd

  IRN RJL00008

  • CF30 Customer (1 Nov 2007 to 9 Oct 2008)
  • CF21 Investment Adviser (6 Sep 2004 to 31 Oct 2007)
• Robyn Andrew Lovatt

  IRN RAL00051

  • 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 13 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
• Rosemary Harris

  IRN RXH00169

  • Director of firm who is not a certification employee or a SMF manager (since 17 Mar 2026)
• Roy Sinclair Smith

  IRN RSS00018

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
  • [FCA CF] Client dealing (since 13 Aug 2025)
• Sam Tisbury

  IRN SXT00518

  • 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 28 May 2025)
  • [FCA CF] Client dealing (since 28 May 2025)
• Samuel Martin

  IRN SXM04431

  • [FCA CF] Functions requiring qualifications (17 Jan 2025 to 23 Jan 2026)
  • [FCA CF] Client dealing (17 Jan 2025 to 23 Jan 2026)
• Sara Guy

  IRN SXG12728

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 4 Apr 2025)
  • [FCA CF] Client dealing (since 4 Apr 2025)
• Sarah Swinford

  IRN SJS01276

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 7 Apr 2026)
  • [FCA CF] Functions requiring qualifications (since 7 Apr 2026)
• Sheriar Peter Bradbury

  IRN SPB00011

  • [FCA CF] Client dealing (8 Aug 2022 to 30 Nov 2023)
  • [FCA CF] Functions requiring qualifications (8 Aug 2022 to 30 Nov 2023)
• Simon James Wigg

  IRN SJW00026

  • [FCA CF] Client dealing (1 Jan 2022 to 13 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2023)
  • CF30 Customer (20 Jul 2012 to 8 Dec 2019)

• SKERRITTS LIFESTYLE LTD (no longer appointed)

  FRN 806369 · Appointed 12 Apr 2018 · Until 1 Jul 2019

No changes recorded yet.