Shipton Wealth Ltd

Shipton Wealth Ltd Based in Fleet, Hampshire offering Financial Planning Advice to individuals and businesses.

If you have not reviewed your finances in a while, here are a few questions worth asking:• Do I know where all my pensio...
13/05/2026

If you have not reviewed your finances in a while, here are a few questions worth asking:

• Do I know where all my pensions are?
• Do I understand how my investments are structured?
• Do I know what income I may need in retirement?
• Have my goals changed over time?

Even simple questions can be a helpful starting point when thinking about your financial plans.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

Shipton Wealth Limited 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.

It is easier than many people think to lose track of an old pension.A previous job, a change of address or paperwork tha...
07/05/2026

It is easier than many people think to lose track of an old pension.

A previous job, a change of address or paperwork that has long since disappeared can all make it harder to see the full picture.

Reviewing your pensions can help you understand what you have built up over time and how each arrangement fits into your wider retirement plans.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

Shipton Wealth Limited 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).

Many people only review their finances when something significant happens in their lives.Common triggers include:• Chang...
05/05/2026

Many people only review their finances when something significant happens in their lives.

Common triggers include:
• Changing jobs
• Receiving an inheritance
• Selling a business
• Marriage or divorce
• Approaching retirement

These life events can change priorities and long-term goals.

Taking the time to review your financial plans during these moments can help ensure they continue to support what matters most to you.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

Shipton Wealth Limited 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).

Major life events often prompt people to think about their finances.Examples include:• Starting a family• Buying or sell...
30/04/2026

Major life events often prompt people to think about their finances.

Examples include:

• Starting a family
• Buying or selling a home
• Receiving an inheritance
• Changing career
• Approaching retirement

These moments can change priorities and create new financial considerations.

Reviewing your financial plans during these times can help ensure they continue to support your future goals.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

Shipton Wealth Limited 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).

Stay up to date with this week’s WeekWatch from Shipton Wealth.WeekWatch – 27th AprilThis week:• US markets hit new high...
28/04/2026

Stay up to date with this week’s WeekWatch from Shipton Wealth.

WeekWatch – 27th April

This week:

• US markets hit new highs, driven by strong tech and AI demand
• Oil prices jumped sharply, shaping global markets
• UK motorists bought more fuel ahead of further price rises

Take a look at the full update below 👇

Retirement planning is not only about the size of a pension pot.It can also involve understanding:• How retirement incom...
28/04/2026

Retirement planning is not only about the size of a pension pot.

It can also involve understanding:

• How retirement income may be structured
• When different assets may be accessed
• How long funds may need to last
• The tax implications of withdrawals

Bringing these elements together into a structured plan can help make retirement planning feel clearer and more manageable.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Shipton Wealth Limited 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).

Investing can sometimes feel unpredictable in the short term.Markets move, headlines change and global events can create...
23/04/2026

Investing can sometimes feel unpredictable in the short term.

Markets move, headlines change and global events can create uncertainty.

For many investors, the focus is on having a long-term strategy that reflects their goals and attitude to risk.

A clear investment plan can help ensure decisions remain aligned with long-term financial objectives.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

Shipton Wealth Limited 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).

Money Myth vs RealityMyth: Financial advice is only for the ultra-wealthy.Reality: Many people seek financial advice to ...
21/04/2026

Money Myth vs Reality

Myth: Financial advice is only for the ultra-wealthy.

Reality: Many people seek financial advice to help with things such as:

• Retirement planning
• Understanding investments
• Planning for the future
• Financial clarity

Financial advice is often about helping people make informed decisions and feel more confident about their financial future.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

Shipton Wealth Limited 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).

Financial planning is not something you do once and forget.Over time:• Goals can change• Tax rules can evolve• Investmen...
17/04/2026

Financial planning is not something you do once and forget.

Over time:

• Goals can change
• Tax rules can evolve
• Investments perform differently
• Personal circumstances shift

Regular financial reviews can help ensure your plans remain aligned with your goals and continue to support your future plans.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

Shipton Wealth Limited 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).

One of the most common questions people ask when thinking about retirement is:“Have I saved enough?”The reality is that ...
15/04/2026

One of the most common questions people ask when thinking about retirement is:

“Have I saved enough?”

The reality is that the answer will be different for everyone.

It may depend on factors such as:
• When you would like to retire
• Your lifestyle expectations
• Your pensions, savings and investments
• Other assets you may have

A financial plan can help bring these elements together and provide a clearer picture of what the future could look like.

If you would like to discuss your financial plans, please get in touch to arrange a conversation. https://calendly.com/d/dmk-ggt-765

The value of your investment can go down as well as up. You could get back less than you invested.

Shipton Wealth Limited 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).

Address

Rhoda House, 4a Church Road
Fleet
GU513RU

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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