Shackleton seals Harrold Financial Planning deal

A Chartered financial advisory and wealth management firm has expanded with a takeover.

Shackleton has bought Norfolk-based Harrold Financial Planning.

The deal adds around £300 million of assets under management to London-headquartered Shackleton, with bosses saying it will strengthen its goal of becoming “Britain’s financial adviser”.

Paul Feeney, Shackleton chief executive, said: “I am delighted to welcome the talented team at Harrold Financial Planning.

“This expands our presence into the east of England.”

Neil Warne and Robyn Lovatt, Harrold Financial Planning managing directors, added: “We are very pleased to become part of Shackleton; they uphold the same high standards we strive to maintain.

“Being part of Shackleton will help us invest in and grow the business, while ensuring our valued clients remain well cared for into the future.”

The takeover is the 16th deal completed since Sovereign Capital Partners invested £55 million into Skerritts, a co-founder of Shackleton, in 2021.

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