Olivia Shipstone
BSc (Hons), DipPFS, FPFS Chartered Financial Planning and Fellow of the Personal Finance Society
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing long lasting, personal relationships with my clients, ensures that am I able offer a rounded, professional and a personal service.
About
Since graduating from Aston University in Birmingham with a degree in International Business with French (BSc Hons), I have been working in Financial Services industry ever since and was awarded the Diploma in Financial Planning from the Chartered Insurance Institute in 2015 and subsequently became a Chartered financial planner and fellow of the personal finance society in 2019. I have worked with St. James's Place for over 10 years and I have established many working relationships with individuals, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
Fundamentally I see my approach as one of problem-solving for the client and goal based- rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times. Outside of my business, I enjoy seeing my family and friends and have a passion for travelling to new countries.
Charity is also important to me and I regularly take part in local events and donate to organisations with whom I have an affinity.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The 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 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.
