BATES FINANCIAL SOLUTIONS LIMITED

Shackleton is a leading UK financial advisor, providing expert, dependable, and transparent advice to individuals and businesses across the nation. Based in Liverpool, we combine decades of experience with a modern, client-focused approach. We help our clients achieve their financial goals, from retirement planning and investment management to tax and inheritance strategies. Our commitment to the values of Sir Ernest Shackleton – dependability, fairness, courage, and respect – ensures a consistently high standard of service. Wealth management, pension planning, and retirement advice are at the heart of what we do.

We’re proud to be uniting the most respected financial advice practices under one brand, creating a nationwide network of expertise. This allows us to offer a truly consistent and reliable service, built on a foundation of mutual trust and respect. We are Britain’s financial adviser. It’s time for a new approach to financial advice. One which is fair, transparent, dependable and consistent – for the whole of the UK. One based on proven expertise and mutual respect. One which genuinely puts clients first and is bold in its simplicity.

Expert Witness Service, Business Owner Advice, and Employee Benefits are just some of the specialized services we offer. We also provide support with mortgage & property advice and inheritance tax planning.