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

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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.

• 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

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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.

• 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

• James Terence Richardson

  IRN JTR01036

  • [FCA CF] Manager of certification employee (2 Apr 2024 to 13 Aug 2025)
  • [FCA CF] Client dealing (4 Nov 2021 to 2 Apr 2024)
  • [FCA CF] Functions requiring qualifications (4 Nov 2021 to 2 Apr 2024)
• Jean-Jacques Le Cornu

  IRN JXL00618

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 13 Aug 2025)
  • [FCA CF] Client dealing (since 13 Aug 2025)
• Jenna Gaye Duffett

  IRN JGT00029

  • 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 2 Dec 2024)
  • [FCA CF] Manager of certification employee (since 2 Dec 2024)
  • [FCA CF] Functions requiring qualifications (since 2 Dec 2024)
• Jeremy Bryce Watson

  IRN JBW00013

  • [FCA CF] Client dealing (1 Jan 2022 to 2 Apr 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Apr 2026)
  • CF30 Customer (3 Mar 2017 to 8 Dec 2019)
• Jeremy Stuart Gray

  IRN JSG00030

  • 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)
• Jessica Lyons

  IRN JXL02269

  • [FCA CF] Client dealing (2 Dec 2024 to 30 Apr 2025)
  • [FCA CF] Functions requiring qualifications (1 Dec 2024 to 30 Apr 2025)
• Joanna Louise Penly

  IRN JLP01131

  • CF30 Customer (12 Jan 2016 to 10 Nov 2017)
• John Douglas Oram

  IRN JDO00002

  • CF30 Customer (2 Mar 2009 to 7 Nov 2012)
• John Geoffrey Reed

  IRN JGR00017

  • [FCA CF] Client dealing (1 Sep 2022 to 31 Mar 2024)
  • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 31 Mar 2024)
• Jonathan James Birkett

  IRN JXB01438

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 7 Jul 2025)

• SKERRITTS LIFESTYLE LTD (no longer appointed)

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

No changes recorded yet.