Robson Lister Wealth Management (now Shackleton)

Robson Lister Wealth Management (now Shackleton)

Financial Services Street, Somerset, United Kingdom 12 employees
Employees
12
Contacts
3
Emails
3
robsonlister.com LinkedIn

Robson Lister Wealth Management (now Shackleton) Overview

Headquarters
Street, Somerset, United Kingdom
Website
robsonlister.com
Industry
Financial Services
Employees
12
Founded
2001
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Retirement Planning Investments Tax Planning Trusts

About Robson Lister Wealth Management (now Shackleton)

We are Chartered Financial Planners, providing independent and impartial financial advice and related services to individuals, companies and trusts. Chartered status is the highest level that can be achieved and demonstrates that our advice is of the highest quality and all our advisers, as qualified members of the Personal Finance Society, are governed by a strict Code of Ethics. We aim to provide the highest quality financial planning advice and service to our clients. On our web site you will find information about the advice process we follow, the advice and services available and our people. Robson Lister Wealth Management is a trading style of Robson Lister Limited which is authorised and regulated by the Financial Conduct Authority.

Robson Lister Wealth Management (now Shackleton) Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Robson Lister Wealth Management (now Shackleton) Org Chart

Sample employees and titles
Name Title Contact
Julie Cattell Chartered Alibf Financial Planner at Robson Lister Wealth Management. Advising in Pensions / Investment / Inheritance Tax Planning / Later Life
View
Ian Robinson Director at Robson Lister Wealth Management
Email
Stephen Roberts Chartered Financial Planner, Robson Lister
Email
Sue Reid Chartered Financial Planner at Robson Lister Wealth Management
Email

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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