Tom Wheatley

Tom Wheatley

Shackleton Advisers Limited

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Chester
View location
Top Rated 2026
Verified since: June, 2025
4.7 out of 5

12 reviews

Checks carried out by VouchedFor

  • FCA Status: Pending

    This check is pending

    Checks for Tom and/or the firm they work for (or are appointed representatives of) are currently pending

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Tom has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 August 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

    Tom has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Tom has not yet added their fees to their profile

I have worked in financial services for my whole career since leaving university in 2015 having previously worked for Investec and Close Brothers Asset Management. I am a Chartered Financial Planner and have a BSc in Economics from the University of Leeds which is where I met my Wife. I strongly believe that it is my job as a Financial Planner to work with my clients to build a financial plan, listening to their needs and priorities and guiding them on their financial journey providing expertise and reassurance along the way to achieve their financial goals. I take great pride in building long lasting relationships with my clients where I really get to know them and their families. I provide advice in a wide range of financial planning areas including pensions, investments, inheritance tax and tax efficiency planning as well as protection planning. I work with young professionals, business owners and retired individuals offering advice at all stages of life for a wide variety of needs and circumstances. Outside of work I enjoy spending time with family and friends, going for walks with my dog and I’m an avid fan of Formula One.