Shipman Wealth Management is a leading wealth management firm based in Exeter. They joined the Amber River Group in January 2021, expanding through their acquisitions of Exeter-based Cathedral Financial Management in April 2021 and Surrey-based Whichers IFA in May 2021. These were followed by the subsequent acquisitions of Wildwood Wealth Management and Monahans Wealth Management in January 2022.

The Shipman Wealth Management team’s expertise lies in advising clients who want a personal and unbiased financial planning process, enabling their objectives to come to life. Clients include successful entrepreneurs, family businesses, partners in large legal firms, senior medical consultants, high profile charities and family trusts. They also advise on an individual basis for clients who may have inherited wealth or have built up wealth over time and are looking for advice on income and capital preservation.

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.