Save & Invest Limited

Save & Invest Limited offers tailored financial planning services to clients, aiding them in making informed financial decisions throughout their lives, focusing on investment advisory and pension management. Founded in 1985 in Glasgow, UK, Save & Invest Limited specializes in financial services. The company has navigated through various business phases to adapt its offerings to changing regulations, particularly in pension management. The founder has a diverse history in finance, but specific details about prior ventures are not available.

Recently, the firm was acquired on December 2, 2024, by Shackleton Advisers Limited, a portfolio company of Sovereign Capital Partners, enhancing its service offerings. Save & Invest provides a comprehensive suite of financial planning services designed to assist clients with significant financial decisions throughout their lives. The core offerings include bespoke financial planning, pension management, and investment advisory services, all tailored to meet the specific needs of clients, including business owners and individuals preparing for retirement. Their proprietary platform, WealthPro, consolidates various financial assets such as investments, ISAs, and pensions into a user-friendly online interface that allows clients to monitor performance, assess risk, and understand the management of their portfolios in real time.

Operating primarily within the UK market, Save & Invest has built a strong client base over nearly four decades, adapting its services to navigate changing financial landscapes and regulatory requirements, including Auto Enrollment in pensions. Save & Invest generates revenue through various advisory and management fees associated with its financial services. Clients typically engage the firm through structured fee arrangements, which may include one-time setup fees for financial planning services and ongoing management fees based on the value of assets under management. The company’s flagship service, WealthPro, operates on a subscription model, providing clients with continuous access to their consolidated financial information and performance analytics.

Save & Invest's diverse client base, which consists of both individual investors and businesses, allows for multiple transaction types, including direct-to-consumer services and B2B partnerships, ensuring a steady revenue stream from both established and new clients. Looking ahead, Save & Invest is positioned to enhance its service offerings through the recent acquisition by Shackleton Advisers Limited, which took place on December 2, 2024. This acquisition is set to enable the company to broaden its financial services portfolio. Future plans include the launch of new products designed to meet evolving client needs, although specific release dates are not mentioned.

Additionally, Save & Invest aims to expand its reach into new geographic markets; however, exact locations and timelines for this expansion are currently unspecified. The financial backing from the acquisition will facilitate these initiatives, ensuring that Save & Invest continues to adapt and grow within the financial services industry.