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Shackleton. Britain's financial adviser - Newcastle

Shackleton. Britain's financial adviser - Newcastle

5.0(6 reviews)See reviews ↓·Newcastle upon Tyne

What customers say

Based on genuine customer reviews

Shackleton. Britain's financial adviser - Newcastle draws consistent praise for advisers who combine deep technical knowledge with a calm, unhurried manner. Several customers highlight Sara, describing her as a wellspring of information who sets out the available options in straightforward language, never making anyone feel hurried and answering every question raised. One reviewer records that she took the trouble to understand both immediate position and longer-term aims, inspiring complete trust in the recommendations offered, with the funds in question appearing to outperform the charges levied.

A further account notes that no aspect of the conversation felt rushed and that discussions with her were genuinely enjoyable. Amy Burge is also named, with a client expressing relief at finding a team that truly takes an interest in those it serves and delivers strong outcomes. The practice, whose work spans investment advice, tax matters and financial planning, is repeatedly described as approachable, with pleasant staff and an excellent standard of service. Running through the accounts is a sense of confidence that complex decisions are handled with care, clarity and a personal touch.

Financial AdvisorInvestment serviceTax Advisor

Reviews

Reviews are taken from publicly available sources.

JC
Jeanette Carman26 October 2023

Sara was a font of knowledge and advised clearly on my different options, never felt rushed.She was pleasant and was able to answer all my queries in plain English.She was a joy to talk too.

SK
Stewart King1 September 2022

Thank God, there are people who really care about their clients!I have had a horrid time trying my best over things and now I have the right people to do my work.Amy Burge is still a breath of fresh air and her work shows through.What can one say when you get good results from a very good working team!Have a blessed day 🙏. Kind regards: Stewart.

AM
Ann Morgan17 November 2021

Sara took time to understand my current and future needs and I had total confidence in her advice. I had to trust her as far as fees and it certainly looks like my funds are outperforming the cost .. so far!

DA
David Alderson1 September 2021
JS
June Stephenson9 November 2020

Excellent service ,lovely staff

DE
Dawn Elkington4 October 2016

Financial advisers in Newcastle upon Tyne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Newcastle upon Tyne are compared.

RankProviderRatingReviewsOpen Sat.
1ROBINSON FINANCIAL CAREERS★ 5,025Yes
2Robson Laidler Wealth★ 5,022No
3Grey Street Wealth Ltd★ 5,020No
4Newcastle Financial Planning Ltd★ 5,015No
5Shackleton. Britain's financial adviser - Newcastle (this page)★ 5,06No
Contact
+441912328391shackletonadvisers.co.uk/locations/newcastle3 Hood St, Newcastle upon Tyne NE1 6JQ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed