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James Shackell

Partner at Octopus Wealth

James Shackell is a financial advisor and entrepreneur currently serving as a Partner at NOVA Wealth (formerly known as Octopus Wealth).12 He is a Chartered Wealth Manager with over a decade of experience in personal finance.12

Shackell's professional background includes:

  • Partner at NOVA Wealth (May 2023 - Present)2
  • Partner at Octopus Wealth (October 2017 - May 2023)2
  • Chartered Wealth Manager at HSBC (June 2016 - September 2017)2
  • Investment Executive at HSBC (January 2015 - June 2016)2
  • Business Development Executive at Fisher Investments UK (July 2012 - December 2014)2

In addition to his corporate roles, Shackell is a prominent financial education content creator on YouTube, with over 90,000 subscribers.2 He creates videos aimed at helping people understand personal finance and achieve financial independence.1

Shackell holds a Psychology BSc (hons) from Leeds University and has completed various financial qualifications, including the Chartered Wealth Manager certification from the Chartered Institute for Securities and Investment.2

His mission is to revolutionize the way people access and benefit from financial advice, blending his expertise in finance, psychology, and technology.1

Highlights

Dec 30 · youtube.com
I helped 450 people retire and learned this - YouTube
I helped 450 people retire and learned this - YouTube
Nov 6 · youtube.com
57 - Adviser YouTube Mastery with James Shack
57 - Adviser YouTube Mastery with James Shack
Sep 21 · intrepidtravel.com
The mid-trip crisis is a thing. Here's how to avoid it when you travel.
May 20 · youtube.com
How much do I need to retire with £20k/£30k/£40k/£50k ... - YouTube
How much do I need to retire with £20k/£30k/£40k/£50k ... - YouTube
Jan 1 · aeroleads.com
James Shackell Email, Phone Number, Company, Colleagues ...

Related Questions

What inspired James Shackell to transition into financial advisory services?
How does James Shackell integrate his psychology background into his financial advice?
What are some key achievements James Shackell has had at Octopus Wealth?
How does James Shackell's approach to financial planning differ from traditional methods?
What are the main topics James Shackell covers on his YouTube channel?
James Shackell
James Shackell, photo 1
James Shackell, photo 2
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Location

London, England, United Kingdom