Introduction

Clarity and Structure

At George Shippam Financial Planning we love working with our clients to create great financial plans.

Thoughtful long-term planning builds confidence and optimism and contributes to a greater sense of fulfilment.

We bring clarity and structure. We make the complex and intimidating clear and understandable. And we always apply the George Shippam Customer Service Guarantee: no bullshit!

Our Values & Culture

Our logo is a Eurasian Jay holding an acorn in its beak. We believe this colourful member of the crow family and the seed it holds encapsulate our values.

The Jay is a highly industrious bird: it can plant as many as 7,500 carefully selected acorns a month. It plans ahead with care and works relentlessly towards ensuring its future security and well-being. In the process it inadvertently propagates one of Great Britian’s most iconic trees.

The expression, “mighty oaks from little acorns grow”, is well-known. For us this represents the importance of thinking long term, and of building strength and security.

Our Guarantee

No bullshit!

Clear, open and honest communication lies at the heart of our company culture and guides the way we work with our clients.

If we don’t believe our service is right for you we’ll tell you
If we don’t think we’re a good fit we’ll tell you
If we don’t know the answers to your questions we’ll tell you…and try to find out
If we get things wrong we’ll tell you…and put them right

And we will always tell you what you need to know, not what we think you want to hear.

Guaranteed.

The Garrulous Jay

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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success.evolution.became

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.

The Garrulous Jay

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