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Business Owners

Your time is precious, the challenges relentless and your focus is on running your business. Find out what you need to know. Put a plan in place. Buy time.

Benefit from specialist expertise and advice from someone who runs their own business, and who understands there’s no clear line between business and personal finance.
Watch this short video to find out about:
  • The building blocks of a great financial plan
  • Our approach to working with our clients
  • What we hope to achieve for you

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.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

You Need To Know About

  • Business protection
  • Optimising cash
  • Pensions obligations and opportunities
  • Planning a successful exit
  • Post-exit planning

We give you the answers, backed by the George Shippam Financial Planning Guarantee.

The Garrulous Jay

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The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

George Shippam Financial Planning is a trading name of George Shippam Financial Planning Ltd. George Shippam Financial Planning Ltd is registered in England and Wales.

Company Number: 11241588

Registered address: 7 The Close, Norwich, Norfolk, United Kingdom, NR1 4DJ

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© Copyright George Shippam Financial Planning Limited 2026. All Rights Reserved.

SJP approved as at 08/08/2025

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management (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 at 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.

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