Rory Shipton
CeFA DipFA MCSI, Certified Financial Planner™
Certified Financial Planner™
With over two decades of experience in the financial services industry, I’ve spent my career mastering the ins and outs of personal finance, starting in retail banking before expanding my expertise to build my own business. In 2022, I proudly earned the Certified Financial Planner (CFP) status from the Chartered Institute for Securities & Investment (CISI), a testament to my dedication to providing clients with the highest standard of financial advice.
About
I work closely with clients to develop tailored financial strategies that meet their unique needs—whether that’s planning for retirement, growing wealth, or investment planning. My approach is centred on building lasting relationships, offering advice that not only helps clients make informed decisions today but sets them up for long-term financial success.
Outside of work, I’m a proud supporter of West Ham United Football Club, and I bring the same dedication and passion to my client relationships as I do to supporting the Hammers. My approach to financial planning mirrors the teamwork, resilience, and strategic thinking that I admire in the game—always focused on the long-term success of those I work with.
Specialisms:
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
