Our Story

Established in 2016 by Rory Shipton, Shipton Wealth Ltd is a Partner Practice of St. James's Place. With a wealth of experience from a 16 year career in high street banking and financial advice, Rory felt the natural step for him was to establish his own business to enable him to help clients achieve their aspirations and goals.

With a desire to offer individual, quality advice to every client, Rory and the team at Shipton Wealth have grown and established themselves as approachable and trusted specialists.

Based in Farnborough, Hampshire, our clients are at the very heart of everything we do; whether they walk through our doors, or us through theirs, or we meet virtually, we want every single person to feel valued.

We are a growth-oriented business that is committed to building long-lasting personal relationships with our clients. We believe that these relationships are essential to providing the best possible financial advice and services.

Our goal is to help our clients secure and protect their financial futures for themselves and their families. We do this by offering a wide range of wealth management and financial planning services, tailored to each client's individual needs.

We believe that financial planning is more than just about numbers. It's about helping people achieve their dreams and goals. We are committed to providing our clients with the personalised attention and support they need to reach their financial goals.