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

  Show 1 limitation Hide limitations

  • · 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

  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.

• 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

• Georgina Elizabeth Bennett

  IRN GEB01081

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2020)
  • CF30 Customer (9 Dec 2015 to 8 Dec 2019)
• Gordon Stuart Carver

  IRN GSC01069

  • 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 13 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
• Govind Gaurav Kapoor

  IRN GXK83986

  • 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 20 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 20 Nov 2024)
• Graham Brian Pearce

  IRN GBP01011

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 15 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 15 Jul 2025)
• Graham David Bruton

  IRN GDB01067

  • CF10 Compliance Oversight (10 Aug 2011 to 1 Jul 2013)
  • CF11 Money Laundering Reporting (10 Aug 2011 to 1 Jul 2013)
  • CF30 Customer (5 Feb 2008 to 13 Jan 2015)
• Grant Charles Rudge

  IRN GCR00003

  • [FCA CF] Client dealing (1 May 2022 to 30 Apr 2024)
  • [FCA CF] Functions requiring qualifications (1 May 2022 to 30 Apr 2024)
• Grant Thomas Hotson

  IRN GTH01036

  • SMF3 Executive Director (since 3 Jan 2025)
• Guy Nicholas Ovenden

  IRN GNO00001

  • [FCA CF] Functions requiring qualifications (21 Feb 2022 to 15 Mar 2024)
  • [FCA CF] Client dealing (21 Feb 2022 to 15 Mar 2024)
• Hannah Leanne Grice

  IRN HLF01013

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2021)
  • CF30 Customer (3 Mar 2016 to 8 Dec 2019)
• Hayden Fisher

  IRN HXF07888

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Manager of certification employee (since 1 May 2025)
  • [FCA CF] Functions requiring qualifications (since 11 Dec 2024)
  • [FCA CF] Client dealing (since 11 Dec 2024)

• SKERRITTS LIFESTYLE LTD (no longer appointed)

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

No changes recorded yet.