We start by asking questions such as:
By doing this we will establish:
Only once we know you will we start to work together on a long-term plan that will focus on:
This plan will be reviewed and updated over time as your circumstances change and objectives are met.
Behind the plan sits the detailed work we undertake together in areas such as:
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
Sign up here to receive our weekly blog by email.
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.
© 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.