Shipton Wealth Ltd

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

Are you prepared for stopping work?Retirement is not simply about stopping work.For many people, it’s about understandin...
22/06/2026

Are you prepared for stopping work?

Retirement is not simply about stopping work.

For many people, it’s about understanding:
✔ What lifestyle they want
✔ How income may look in retirement
✔ How long funds may need to last
✔ How to structure finances tax efficiently

Long-term financial planning is often about creating clarity and confidence around future choices.

What’s one thing you’re most looking forward to in retirement? 🌎

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).

SJP Approved 10/6/2026

⭐️ Proud Moment for Shipton Wealth ⭐️We’re delighted to share that both Rory Shipton and Vincenzo Rossellina have been r...
19/06/2026

⭐️ Proud Moment for Shipton Wealth ⭐️

We’re delighted to share that both Rory Shipton and Vincenzo Rossellina have been recognised in the VouchedFor Top Rated Financial Adviser Guide 2026, distributed in The Times.

🏆 Top Rated Adviser in Farnborough
🏆 Top Rated Adviser in Fleet

Thank you to all our clients who continue to place their trust in us and take the time to leave reviews based on their experience working with Shipton Wealth.

If you would like a copy of the 2026 VouchedFor Guide, please send us a direct message.

Client relationships remain at the heart of everything we do.

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).

SJP Approved 10/6/26

⏳Important Pension Changes Are ApproachingFrom April 2028, the Normal Minimum Pension Age for personal pensions is due t...
17/06/2026

⏳Important Pension Changes Are Approaching

From April 2028, the Normal Minimum Pension Age for personal pensions is due to
increase from 55 to 57 for most individuals.

While this may feel some way off, it could impact retirement timing and future
financial planning for many people currently in their early 50s.

Understanding how these changes may affect your long-term plans is becoming
increasingly important.

Do you know what age you’ll be able to access your pension? Many people are
surprised when they check.

Book a quick call with one of our advisers to learn more about how these changes
could affect you: https://www.shiptonwealth.co.uk/contact

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).

SJP Approved 10/6/2026

👏 Congratulations to Rory Shipton 👏We’re delighted to announce that Rory has recently been awarded the title of Senior P...
15/06/2026

👏 Congratulations to Rory Shipton 👏

We’re delighted to announce that Rory has recently been awarded the title of Senior Partner by St. James’s Place.

This recognition reflects many years of dedication to supporting clients with long-term financial planning and trusted advice.

A fantastic achievement and a proud moment for the whole Shipton Wealth team.

What’s the best piece of financial advice you’ve ever received? Drop it in the comments 👇

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). The title 'Partner' is a marketing term used to describe St. James's Place representatives.

SJP Approved 10/6/26

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).

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

Website

Alerts

Be the first to know and let us send you an email when Shipton Wealth Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category