Rory Shipton

I have over twenty years’ experience in the financial services industry. I started my career in retail banking and built up the knowledge, experience and expertise needed to start the business. I specialise in providing individuals, Private Clients and Corporate Clients advice on Investment planning, Wealth Management, Retirement Planning, Tax Planning, Trust* & Estate Planning and Protection. I also work with mortgage advisers to be able to offer full holistic planning. I have developed a reputation for providing quality advice and high service standards in both complex and straightforward consultations. Personally, I am very committed to every client and go above and beyond to ensure I am giving the best advice. I take pride in the company and build solid relationships with clients so they feel they are in safe hands. Your home may be repossessed if you do not keep up repayments on your mortgage. *Trusts are not regulated by the Financial Conduct Authority. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 20/05/2025