I have over twenty years’ experience in the financial services industry. I started my career in retail banking and built up the knowledge, experience and expertise needed to start the business.
I specialise in providing individuals, Private Clients and Corporate Clients advice on Investment planning, Wealth Management, Retirement Planning, Tax Planning, Trust* & Estate Planning and Protection. I also work with mortgage advisers to be able to offer full holistic planning. I have developed a reputation for providing quality advice and high service standards in both complex and straightforward consultations.
Personally, I am very committed to every client and go above and beyond to ensure I am giving the best advice. I take pride in the company and build solid relationships with clients so they feel they are in safe hands.
In my spare time I enjoy spending quality time with my wife and 5 children. I also enjoy keeping fit, music and sports.
I support charitable organisations and give regularly to charity.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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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 o...
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.