Shackleton acquires Norfolk-based Harrold Financial Planning

The Chartered financial adviser and wealth manager, which rebranded from Skerritts Group in December 2024, said the deal £300m of assets under management. It brings the number of deals that the Shackleton Group has completed since private equity house Sovereign invested in the advice business up to 16. Shackleton CEO Paul Feeney said: "This acquisition expands our presence into the east of England and aligns perfectly with our goal of being Britain's financial adviser." HFP managing directors Neil Warne and Robyn Lovatt said: "We spent significant time evaluating companies that wou...