CR

Chris Roberts

Chief Operations and IT Officer

Shackleton - Britain’s financial adviser

Pulborough, England


Contact Information

Email
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Company Information

Company
Shackleton - Britain’s financial adviser
Industry
financial services
Employees
110.0
Seniority
C suite

Technologies

Outlook MailChimp SPF Microsoft Office 365 Google Tag Manager Vimeo Linkedin Marketing Solutions Typekit Facebook Login (Connect) reCAPTCHA WordPress.org YouTube Mobile Friendly Facebook Widget Facebook Custom Audiences Shutterstock

Keywords

personal wealth wealth protection wealth creation wealth management mortgages corporate planning group pensions benefit packages corporate investment consulting directors planning business protection paying too much online insurance comparison retirement planning estate planning protection financial advice mortgage advice property advice business owner advice pension planning inheritance tax planning legacy planning tax planning long term care planning writing a will portfolio management financial security initial consultation transparent charges affordable fees holistic approach client-focused service tax-efficient investing multi-asset investment asset diversification chartered financial planners financial planning standards investment strategy client journey financial insights secure messaging client portal financial goals accreditations financial conduct authority wealth builder services wealth management options wealth advisory independent advice financial education family wealth planning guiding values client testimonials financial security strategy risk management market insights investment solutions financial regulations expert financial advisors transparent processes trusted financial partner community-focused financial planning investment management financial services law practice legal services

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