Company Size

Shattock wanted to work closely with the end user instead of playing an executive role to insurance brokers at Towergate Marine, where he started. He took on a financial advisory position at Friends Provident, and went on to work with Sedgwick and Barclays Wealth before joining Hargreaves Lansdown in 2001. He says loyalty to clients is what brings ‘a lot of success’ in the industry. ‘You have to get into their psyche, understand what makes them tick, and sitting in an ivory tower just won’t do,’ he says. Many retirees collect a ‘legacy’ of investments, he points out. ‘We consolidate all assets to a family office to develop an investment strategy to help them get a grip on where they are.’


James Shattock