Shipton Wealth Limited
Partner Practice of St. James's Place Wealth Management
“Rory Shipton of Shipton Wealth has provided an invaluable service to me. All the financial advice he has given has been very helpful and reassuring. Investment options, products and services can be very complicated and previously I have experience a minefield of choices, been left with a multitude of decisions to make, and not known which way to turn. Rory has made the whole process clear from the beginning. Making sure I fully understood all the options available to me, advising when I had questions and then guiding me through the different benefits and opportunities. Rory's no pressure approach, when working with clients, has enabled me to choose the right investment plan. I am now confident that I have chosen the best option that works for me. With Rory's face to face service and personalised approach you are given time and space to make an individual decision specific for your own needs. Speaking to Rory Shipton is definitely worth the investment. Many thanks for all your help, advice and continued support.”
“I have had the pleasure of knowing Rory Shipton of Shipton Wealth for about 18 months now through BNI, and in that time we have built up a strong working relationship. I have found him to be knowledgeable and professional, and so when the time was right I had no hesitation in switching my pension over to St. James's Place. Rory has provided me with lots of useful help and advice over the last year so, and I am looking forward to working alongside him in managing my money as my business grows. I recently acquired some inheritance from my Grandad which I also added to my pension fund, and as I continue to grow financially I will be using more of Rory's expertise to advise me in how best to invest in the future. I think this was the most attractive aspect of switching over to St. James's Place in the first place, actually having my own adviser who I can turn to when required and someone who can offer advice and guidance as necessary. After having my initial pension review with Rory, I found out that my previous pension had not been operating properly. It was in fact at high risk, and this is not what I originally signed up for. I would not have known this if it was not for this review. I think having someone to work alongside is invaluable, and I am now very optimistic for the future and feel that my money is now in safe hands. I would highly recommend Rory to anyone looking for a pension review, looking to invest or just looking for general financial advice. He always has the client's best interests at heart, and he certainly knows what he is talking about when it comes to money. I look forward to many more months of working together in the future.”
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.
Shipton Wealth Limited is registered in England and Wales, Number 11010265. Registered Office: The Square, Basing View, Basingstoke, Hampshire, RG21 4EB.