Bluesky Thinking

Financial planning without limits for business owners, entrepreneurs and their families.

Our Goal

Our goal is to bring our clients happiness and success. We do this through thoughtful long-term planning that gives clarity and structure to their financial aspirations.

Our Clients

Our clients are business owners who want to work with someone they can trust. They seek confidence that their financial arrangements are in good hands and that I can help them to achieve their future goals.

Our Approach

Our approach combines fresh thinking, intellectual rigour and expertise. We start by asking questions and we deliver clear, concise advice that makes the complex and intimidating clear and understandable.
Welcome to

George Shippam Financial Planning

Your time is precious. But you appreciate the importance of good planning. We’ll work with you to prioritise your financial goals and build a plan that sets out to achieve them. Please watch the video to find out more information.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Our Services

Business Advisory

Protection

Investments

Retirement

Later Life Care

Inheritance & Legacy