Chadwicks
- Company typePrivate
- Founded2001
- HeadquartersChester, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
Chadwicks firmographics
Firmographics- Name
- Chadwicks
- Legal name
- Shackleton Advisers Limited
- Website
- https://chadwicksifa.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Chadwicks industry classification
Industry- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
Where Chadwicks is headquartered
LocationHeadquarters
- HQ city
- Chester
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Chadwicks business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- Financial Advisory Fees: The company generates revenue through fees for financial planning, wealth management, pension planning, and related advisory services. The model emphasizes fair and transparent charging structure.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Bespoke financial advisory services with transparent, tailored pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Chadwicks product offering
Product offeringCore offering
No information about Chadwicks was available in the provided source input. The input contained data exclusively about Shackleton Advisers Limited.
Differentiator
Problem solved
Functional benefit
Brands
- Ernest: Digital guide using the latest technology to help clients search the website and get answers about financial goals.
Quantifiable outcome
- 4.8/5 client satisfaction rating based on 4,087 verified reviews
Companies that use Chadwicks
Customer profileNamed customers1 record
Segments5 records
Chadwicks technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Chadwicks partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Parallel Financial LimitedcoreShackleton acquired Parallel Financial Limited, expanding its network of financial advice practices and increasing market presence in the UK independent financial advice sector.
- Hurst Point GroupcoreShackleton announced acquisition of Hurst Point Group to create one of the UK's largest independent financial planning firms. The combination is subject to regulatory approval and will unify both organizations under shared values, approach, and fee structure.
- IM Asset Management LimitedminorOperating as Shackleton trading style. IM Asset Management Limited is FCA authorized (FCA Number 402770) and registered in England and Wales.
- Save & Invest (Financial Planning) LimitedminorOperating as Shackleton trading style in Scotland. Save & Invest is FCA authorized (FCA Number 144940) and registered in Scotland.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Chadwicks competitors and assessment
Company assessmentDirect peers
- Mattioli Woods: UK wealth management and employee benefits specialist focused on high-net-worth individuals, business owners, and scheme trustees. Comparable in serving UK HNW clients with integrated wealth, pension, and employee benefits advisory.
- Rathbones Group: One of the UK's largest wealth managers providing investment management and financial planning to private clients, intermediaries, and charities. Comparable in scale, fee-based advisory model, and focus on UK high-net-worth and mass-affluent segments.
- Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager providing discretionary investment management and financial planning to private clients and intermediaries. Comparable in offering comprehensive wealth and pension advice with a national UK adviser network.
- Quilter: UK wealth management business operating a platform and adviser channel serving financial advisers and their clients. Comparable in offering wealth management and pension solutions through a UK adviser network with recurring fee revenue.
- Charles Stanley: UK wealth manager and IFA offering financial planning, investment management, and pension advice to individuals and businesses. Closely comparable business model and client base to Shackleton, with nationwide adviser coverage and recurring fee-based revenue.
- Evelyn Partners (formerly Tilney): UK wealth management and professional services firm offering financial planning, investment management, and tax advice to private clients and businesses. Comparable multi-service wealth advisory model with UK-wide adviser footprint.
- Tatton Asset Management: UK asset manager and IFA support business providing model portfolios and platform services to independent financial advisers. Adjacent comparable in serving the UK IFA channel with investment solutions and recurring revenue model.
Broad incumbents
- St. James's Place: The largest UK wealth manager with a national adviser network providing wealth management and financial planning services. Comparable in advisory distribution model and UK mass-affluent target market, but substantially larger and listed.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Chadwicks social profiles
Digital presenceChadwicks financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chadwicks leadership team
Management profileNumber of profiles
Chadwicks subsidiaries and ownership
Company hierarchySubsidiaries3 records
Chadwicks funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chadwicks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chadwicks
What does Chadwicks do?
No information about Chadwicks was available in the provided source input. The input contained data exclusively about Shackleton Advisers Limited.
Is Chadwicks a public or private company?
Chadwicks is a private company. It is classified as unknown and is currently operating.
When was Chadwicks founded?
Chadwicks was founded in 2001. It employs 11 to 50 people.
Where is Chadwicks based?
Chadwicks is headquartered in Chester, United Kingdom, in the Europe region.
How does Chadwicks make money?
One revenue line is on record: financial Advisory Fees.
Who are Chadwicks's main competitors?
Direct peers on record are Mattioli Woods, Rathbones Group, Brewin Dolphin (now RBC Brewin Dolphin), Quilter, Charles Stanley, Evelyn Partners (formerly Tilney) and Tatton Asset Management. St. James's Place is listed as a broad incumbent.
Does Chadwicks have an API?
No public API is recorded for Chadwicks.
What industry is Chadwicks in?
Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory.