Shackleton buys Surrey-based Arundel Wealth as expansion continues
- Simon Bourke
- 6 days ago
- 3 min read
30th April 2026
Deal summary
Shackleton has acquired Arundel Wealth Management, a Surrey-based financial planning firm specialising in advising professional athletes. The transaction adds more than £200m in assets under advice and management to Shackleton and has received approval from the Financial Conduct Authority. Financial terms were undisclosed.
About Shackleton
Shackleton Advisers is a London-headquartered financial planning and wealth management firm, launched in December 2024 following the rebranding of the Skerritts Group, and led by chief executive Paul Feeney, the former chief executive of Quilter. The firm is majority-owned by US private equity firm Lee Equity Partners, which acquired its stake from Sovereign Capital Partners in November 2025. The firm has continued to grow through acquisition, including its recent agreement to acquire Hurst Point Group.
About Arundel Wealth Management
Arundel Wealth Management is based in Dorking, Surrey, and provides financial planning and wealth management advice to individuals and families. The firm has built a niche in advising clients in the professional sports sector; client testimonials on its website list former England football manager Gareth Southgate and several of England's leading cricketers, including Alec Stewart, Stuart Broad, Mark Butcher, and Eoin Morgan. Arundel currently employs four advisers, all of whom are joining Shackleton as part of the transaction.
Why is Shackleton Acquiring Arundel?
The transaction gives Shackleton further South East coverage and adds specialist expertise in financial planning for professional athletes. That matters because sports professionals often have concentrated earning periods, complex contract structures and long-term planning needs that differ from many mainstream private client relationships. The deal also fits Shackleton’s wider acquisition pattern: adding regional advice businesses and specialist capabilities while building a larger national advice platform.
What happens next?
The acquisition has already received regulatory approval from the FCA. Shackleton has welcomed Jon Alexander and the wider Arundel team to the group. No further integration timetable has been publicly confirmed.
Shackleton's other recent acquisitions
Hurst Point Group (parent of Argentis Financial Planning and Hawksmoor) — April 2026
Shackleton's largest acquisition to date, the Hurst Point deal is expected to create one of the UK's largest independent financial planning firms, with combined assets under advice and management of approximately £17.5bn. As part of the transaction, US private equity firm Carlyle Group, which had backed Hurst Point, became a minority shareholder in Shackleton.
Chetwood Group — July 2025
Shackleton acquired the Chetwood Group, comprising Chetwood Wealth Management, Chetwood Investment Management, Chetwood Private Wealth, Ermin Fosse Financial Management, and Darnells Wealth Management, adding over £900m in AUM and 45 staff, bringing total assets under advice and management to just over £8bn.
Group Rapport’s Employee Benefits Division — September 2025
Shackleton acquired the employee benefits division of Stonewood Financial Planning, trading as Group Rapport. The transaction added three staff and 130 corporate clients to Shackleton’s employee benefits division.
The Chetwood entry is accurate: it added more than £900m in AUM, 45 staff and took Shackleton to just over £8bn in assets under advice and management.
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