Jack Walmsley

Jack Walmsley

Shackleton Advisers Limited

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Bank
View location
Top Rated 2026
Verified since: August, 2025
4.7 out of 5

69 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 January 2026

    Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status

  • 59

    Recent Client Reviews

    Verified reviews: 100%

    Jack has received 59 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 September 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Jack has not yet added their qualifications to their profile

  • Transparent Fees

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    Jack has not yet added their fees to their profile

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jack

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 8 first impressions)

I have over 10 years of experience in the wealth management industry, having started with an apprenticeship and working across a broad range of wealth management firms with the bulk of my career spent at an industry leading firm. I am a Chartered Financial Planner, achieving the best set of results in my region when completing my advanced diploma in 2019. With the ever-increasing complexity in our industry my aim is to help my clients understand their financial situation and provide them with the confidence and peace of mind that their hard-earned wealth is working for them, and they can achieve their financial goals. As an independent and holistic financial planner, I am able to provide a wide range of advice including pensions, retirement planning, tax planning, inheritance tax mitigation and estate planning, cashflow planning and Insurance and protection planning. Outside of work I have a young family which tends to fill up any spare time.