Announced

Shackleton to acquire Save & Invest Group, Fleming Financial, Robson Lister, and Shorts Wealth Management.

Synopsis

Shackleton, a company specializing in financial planning and investment management, agreed to acquire Save & Invest Group, Fleming Financial, Robson Lister, and Shorts Wealth Management, companies focused on financial advisory services. Financial terms were not disclosed. "We’ve launched Shackleton – Britain’s financial adviser – with the vision of bringing together into one business what we firmly believe to be the best, most professional financial advice firms from across the country. The addition of these four exceptional firms demonstrates our commitment to delivering against this goal. We are just beginning. I am confident that our new brand will, very quickly, become synonymous with the provision of high-quality, affordable financial advice right across the country," Paul Feeney, Shackleton CEO.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

All rights reserved. Copyright © 2025 Datasite