Founded in 2016, Shipton Wealth Ltd is a Partner Practice of  St. James's Place, built on a commitment to delivering quality, personalised financial advice.

Our team is at the heart of what we do. With diverse expertise across financial planning, wealth management, and client support, we work together to provide tailored advice that aligns with each client's unique circumstances. We take the time to listen, understand, and offer practical solutions to help individuals, families, and businesses achieve their financial goals.

Based in Farnborough, Hampshire, we support clients across the UK - whether in person, at their homes or businesses, or virtually – ensuring everyone feels valued and supported. We believe in building long-term relationships based on trust, transparency, and genuine care.

Financial planning is more than just numbers; it’s about securing futures, protecting what matters most, and creating opportunities. With our dedicated team by your side, we provide the guidance and confidence you need to make informed financial decisions - now and for the future.

Our Values

At Shipton Wealth, we believe that trusted advice, knowledge, and experience are only part of the equation. Strong core values are essential to building positive, productive, and lasting relationships with our clients.

• Accountable – We do what we say we will, when we say we will. Our commitment to service excellence is demonstrated at every opportunity.

• Passionate – Your financial goals matter to us. We are genuinely invested in helping you achieve them.

• Relatable – We understand your challenges and aspirations because we’re people first, financial specialists second. We care about you and your financial future.

• Authentic – Honesty, openness, and integrity guide everything we do. We want every client to feel valued, respected, and supported.