Annabel Shipway
I am committed to working with my clients to help them understand and articulate their financial goals. By developing a deep understanding of my clients' personal situation, I am able to empower my clients with a bespoke financial plan that meets their priorities in life. This promotes financial wellbeing and peace of mind. By building longstanding client relationships, I ensure their financial plan remains relevant, evolving over time and with shifting priorities.
About
Previously I worked in the City for more than 15 years at UBS, looking after Hedge Funds and Asset Managers in Prime Brokerage and Global Markets.
Over the course of my financial career, I have learned the importance of building strong, longstanding relationships with my clients and the value that this brings.
I divide my time between the Cotswolds and London, although I provide advice to individuals and their families across the UK. I hold the Chartered Financial Analyst designation.
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/09/2024
The Partner 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 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.
