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Terms & Conditions

The contents of this website have been issued by George Shippam Financial Planning Limited in order to promote its services. Nothing on this website should be construed as an offer, invitation or recommendation to buy or sell, or any solicitation of any offer to purchase or subscribe for, any shares in any company nor shall any part of this website form the basis of, or be relied on in connection with, any contract therefore. No information on this website should be taken as financial advice. The website content is purely for information purposes only.

George Shippam Financial Planning Limited will be acting as data controller of your personal information, jointly with St. James’s Place Wealth Management.

No representation or warranty, express or implied, is given by or on behalf of George Shippam Financial Planning Limited or any other persons as to the accuracy and fairness of the information or opinions contained herein, and no liability is accepted for any such information or opinions.

George Shippam Financial Planning Limited is an appointed representative of St. James’s Wealth Management plc, St. James’s Place House, 1 Tetbury Road, Cirencester, GL7 1FP which is authorised and regulated by the Financial Conduct Authority (FCA).

George Shippam Financial Planning Limited ‘Newsletter signup’ uses the software provided by the company Mailchimp. Mailchimp’s platform facilitates online newsletter marketing. You can read their terms on their website at https://mailchimp.com/legal/. Mailchimp does not have access to any data which is filled in via the George Shippam Financial Planning Limited website.

The St. James’s Place Wealth Management Group guarantees the advice by its representatives when recommending any the products services provided by companies in the Group.

If you do not agree to all the Terms of this Agreement, then you may not access or use any of our Services.

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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 2025. 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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