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Rob Shipman
Group CEO of the UAP Group
With over 20 years of direct, hands-on experience in financial services, Rob Shipman is a certified financial planner who specializes in SIPPs, pensions, and equity release.
Rob’s advice is grounded in practical expertise, supported by notable industry recognition and professional credentials.
This page is regularly reviewed for accuracy.
Last Reviewed: 16 Jul 2025
About Rob Shipman
Rob Shipman has over 20 years of experience helping individuals navigate retirement planning with a focus on SIPPs and equity release.
His goal is to offer clear, reliable guidance that simplifies financial decisions and helps readers understand their options.
Over 20 Years of Expertise
Co-Founder of The UAP Group
Tailored Financial Advice
Rob Shipman’s Areas of Expertise
Rob Shipman offers expert insight and guidance in retirement planning, investment optimisation, and securing financial futures.
Below are the key areas of his expertise.
SIPPs & Pensions
Rob specializes in SIPPs, giving clients control over their retirement investments.
He provides specialist guidance on pension structures and transfer considerations, helping clients understand how different options align with their long-term retirement goals.
Pension Administration
Rob offers pension administration services to ensure plans are efficiently managed and compliant.
His services help clients maintain well-organised, compliant pension plans that support long-term growth and provide clarity around contributions, transfers, and investment options.
Trust Services & Estate Planning
Rob provides trust services and estate planning strategies to help protect assets, minimise inheritance tax, and ensure wealth is passed on efficiently and securely to future generations.
His tailored approach ensures clients’ wealth is passed on securely to future generations.
Tax Advisory & Investment Strategies
Rob provides general insights into tax and investment strategies to help clients understand how to manage liabilities and opportunities in consultation with qualified professionals.
His personalized investment strategies focus on both growth and tax efficiency.
Why You Can Trust Rob Shipman
With over 20 years of experience, Rob Shipman is known for his honesty, integrity, and professionalism.
His commitment to clear, reliable advice has made him a trusted partner in retirement and investment planning.
Expert Advice You Can Rely On
Extensive Experience: With over two decades in financial services, Rob specializes in retirement planning, SIPPs, and equity release. His experience ensures clients receive reliable and informed advice.
Transparent Guidance: Rob provides clear, unbiased guidance tailored to each client’s unique needs. He helps clients make well-informed decisions with no hidden agendas or conflicts of interest.
Accredited & Regulated: Rob is a certified financial planner and adheres to FCA principles through his regulated firms. All regulated activities are conducted only via authorised entities.
Client-Centered Approach: Rob takes a personalized approach, understanding each client’s unique needs. He works closely with clients to create financial strategies that prioritize their goals.
Rob’s Education
Professional Qualifications:
Postgraduate Certificate in Education (PGCE) – University of London
Bachelor of Arts – Kingston University
International Diploma in Trust & Estate Planning
Regulatory Compliance:
Certified financial planner, operating in line with FCA guidelines through authorised firms.
Committed to transparent, unbiased, and information-based financial guidance.
Rob’s Work History
Rob Shipman has held several key positions throughout his career, each contributing to his extensive expertise in financial services, particularly in pensions and trust management.
Group CEO, The UAP Group
Managing Director, Sovereign Trust
Director, The Pensioneer Trustee Company
Regional Vice President, British Chamber of Commerce in Spain
Featured In & Other References
Rob Shipman has been recognized in key financial publications and media, reflecting his expertise and authority in the industry.
International Investment – Featured in International Investment, where Rob shared insights on pension management.
Guernsey Press – Highlighted in the Guernsey Press for his contributions to the financial sector.
International Investment Big Interview (Video) – Rob participated in the “Big Interview” series by International Investment.
Get in Touch with Rob
Rob and our FCA-regulated partners are here to help you explore your retirement planning options. Get in touch today to learn more and be connected with an authorised adviser if appropriate.
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Contact UsImportant Note
BankingTimes is not FCA-authorised and does not provide financial advice. We act as an introducer to qualified advisers, including Age Partnership Limited (FCA FRN 425432). Equity release reduces the value of your estate and may affect eligibility for benefits, always seek guidance from an FCA-authorised adviser.
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