Our mission is to help our clients achieve long-term financial well-being and fulfilment. We do this in a way that is refreshing and relaxed, making the complex and intimidating, simple and understandable. We’re passionate about working with business owners and entrepreneurs: it’s in our DNA. We give our clients the confidence and time they need to run their businesses and enjoy life. Our goal is to bring clarity and structure to our clients’ finances through fresh thinking, intellectual rigour and expertise. We start by asking questions so we can build thoughtful plans for each individual client based on their unique needs and circumstances. George Shippam Financial Planning 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). George Shippam Financial Planning is the trading name of George Shippam Financial Planning Limited.