Customer experience at scale, underpinned by interoperable technology. Shackleton unites regional champions to build “Britain’s financial adviser.” Paul Feeney, Founder and CEO Shackleton Shackleton has brought together ten regional market leaders in independent financial advice, guided by values of authenticity, transparency and respect. The mission is simple: put the customer first, everywhere, and scale that […]

Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]

Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]