I joined St. James's Place Wealth Management after a 20 year career in the City of London, specialising in the insurance and investments sectors.
My background gives me a keen understanding of the vital importance of long-term financial planning, and drives my passion to help my clients to realise their own financial goals.
I seek to combine the knowledge I have obtained through my work experience and professional qualifications, with my ability to apply this to every client’s individual circumstances, and my enthusiasm to help them achieve their own long-term goals.
Outside of my business I am a husband, father, gardener, runner, cyclist, very amateur wine collector, Eighties music-lover and exasperated Norwich City supporter.
Chris worked for 11 years as a Partner with St. James’s Place prior to joining George Shippam Financial Planning in 2019.
He has a wealth of experience with over 30 years in the financial services industry, having worked for a major UK Insurer and Employee Benefits Specialist in London and becoming an Independent Financial Adviser for a local Practice in East Anglia in 1990.
Chris is a Chartered Financial Planner with an in-depth knowledge of investment markets and specialist expertise in pre and post-retirement planning for private individuals and businesses. Many of his clients run successful businesses and he also works with Retired Professionals and Medical Practitioners.
Outside work, Chris enjoys motorsports, coarse and fly fishing, playing guitar and watching his two sons play rugby and cricket.
Fiona has been working as a Practice Manager within St. James’s Place Partner Practices since 2015 and joined George Shippam Financial Planning in 2020.
She has a wealth of experience in running a business, having set up a Company with her father back in 1991 after achieving a BTEC National Diploma in Business Studies and Finance. She served as a Director of the Company for 24 years.
Fiona oversees the day to day running of the Practice as well as providing support to both George and Chris. She seeks to apply her business and financial acumen, as well as her interpersonal skills in all areas of business. She’s an enthusiastic and affable member of the team who is dedicated to achieving the highest level of client service, so looks to build strong relationships with the Practice’s clients when dealing with any general questions, enquiries or meeting arrangements.
In her spare time she enjoys clay pigeon shooting, horse riding, salsa dancing, WEC motorsports and dog training.
Dudley & Flo are in charge of client entertainment and on-site security at the Company’s Head Office in Haveringland.
They look forward to providing you with a warm welcome should you decide to visit us, especially if you arrive with a small treat for them.