Annabel Shipway, Dippfs, Cfa

Annabel Shipway, Dippfs, Cfa Email and Phone Number

Principal of Annabel Shipway Financial Planning @ St. James's Place Wealth Management
United Kingdom
Annabel Shipway, Dippfs, Cfa's Location
United Kingdom, United Kingdom
About Annabel Shipway, Dippfs, Cfa

I build strong, longstanding relationships with my clients to help them understand and articulate their financial goals. I can help you to:- Create your own bespoke financial plan- Optimise your Savings and Investment Planning- Ensure your Retirement Planning is tax efficientBy developing a deep understanding of my clients' situation, I am able to empower my clients with a unique financial plan that meets their priorities in life. This promotes financial wellbeing and peace of mind. By regularly meeting with my clients, I ensure that their financial plan remains relevant, evolving over time and with shifting priorities.I divide my time between the Cotswolds and London, although I provide advice to individuals and their families across the UK. Helping my clients to find confidence in their financial future, I find very rewarding. In my spare time I enjoy living in the countryside with my family. Please do get in touch if you think I might be able to help you.Either contact me on here, by phone or email:Email: annabel.shipway@sjpp.co.ukPhone: 07866 912049Annabel Shipway 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) 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.SJP Approved 11/10/2023

Annabel Shipway, Dippfs, Cfa's Current Company Details
St. James's Place Wealth Management

St. James'S Place Wealth Management

View
Principal of Annabel Shipway Financial Planning
United Kingdom
Website:
asmwealth.com
Employees:
110
Annabel Shipway, Dippfs, Cfa Work Experience Details
  • St. James'S Place Wealth Management
    Principal Of Annabel Shipway Financial Planning
    St. James'S Place Wealth Management
    United Kingdom
  • St. James'S Place Wealth Management
    Principal Of Annabel Shipway Financial Planning
    St. James'S Place Wealth Management Feb 2022 - Present
    St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.
  • Ubs
    Client Service & Relationship Manager, Global Markets
    Ubs Feb 2016 - Sep 2021
    An experienced Client Service and Relationship manager in Global Markets at UBS. My clients are Hedge Funds and Asset Managers. My client base is demanding and being based on the trading floor, there is a high expectation in terms of delivery. Key to my role is developing a deep knowledge of clients and understanding of their legal structure, staffing and regulatory set-up. Alongside this is a requirement to comprehend their operating standards, structure and strategies in order to anticipate their needs. The role requires a true understanding of the drivers behind their queries to enable solutions to be proactively proposed to them. I am experienced in managing sensitive conversations with my clients whilst maintaining a good long-term working relationship.
  • Ubs
    Prime Brokerage Client Service & Relationship Manager – Nordic Lead Coverage
    Ubs Sep 2010 - Feb 2016
  • Ubs
    Prime Brokerage Account Manager
    Ubs Sep 2007 - Sep 2010
  • Ubs
    Credit Derivative Confirmations
    Ubs Apr 2005 - Sep 2007
  • Ubs
    Legal Documentation
    Ubs Apr 2003 - Mar 2005

Annabel Shipway, Dippfs, Cfa Education Details

Frequently Asked Questions about Annabel Shipway, Dippfs, Cfa

What company does Annabel Shipway, Dippfs, Cfa work for?

Annabel Shipway, Dippfs, Cfa works for St. James's Place Wealth Management

What is Annabel Shipway, Dippfs, Cfa's role at the current company?

Annabel Shipway, Dippfs, Cfa's current role is Principal of Annabel Shipway Financial Planning.

What schools did Annabel Shipway, Dippfs, Cfa attend?

Annabel Shipway, Dippfs, Cfa attended University Of Exeter, Cheltenham Ladies'​ College.

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