Shipman Wealth Management
Part of the Amber River Group
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
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Our team at Shipman Wealth Management includes Chartered Financial Planners who look after clients across Southern England.
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.
Meet the Shipman Wealth Management team
Here are just some of the faces and stories behind our Shipman Wealth Management team.
Our services
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.
Money
- Savings & investment planning
- Portfolio management
- Wealth management
- Investment Bonds
- Individual Savings Accounts (ISAs)
- OEICs
- Unit Trusts
Retirement
- Saving for a Pension
- Annuities
- Pension Drawdown
- Equity Release
Peace of mind
- Life Assurance
- Income Protection
- Mortgage Protection
- Critical Illness cover
- Private Medical Insurance
Legacy
- Estate Planning
- Will planning
- Inheritance Tax
Home
- First time buyers
- Remortgages
Long Term Care
- Care Home fees planning
Business
- Employee Benefits
- Key Personnel Insurance
- Succession planning
- Shareholder Agreements
News and views from the team
Financial planning ideas for new parents
Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the…
Paul Cullen: the family man who loves shaping life plans
Paul says good financial advice is about helping people make level-headed decisions to secure the future they…
How to manage your investment risk
Find out how to manage your investment risk by investing in different kinds of assets to neutralise the…
How much should I save for a pension?
If you're self-employed and want to give yourself the best chance of getting the best possible mortgage, it's…
What to ask when taking out a life insurance policy
If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to…
What to ask when taking out critical illness cover
Are you thinking about taking out critical illness cover? Before you do, read this article to avoid buying a…
5 ways to make tax-efficient investments
Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…
Savings and investments for the self-employed
We explore tax efficient investments for self-employed people. Helping you make the most of your money over…
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is…
Call: 0800 915 0000
IB, Paignton
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.IB, Paignton
Professor and Mrs B, Exeter
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.Professor and Mrs B, Exeter
Small, but important print
We adhere to the FCAs principles of Treating Customers Fairly (TCF). Read more here
Shipman Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 456896 http://www.fca.org.uk/register.
Registered Address: Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, Devon, England, EX5 2FN. Registered in England & Wales, No. 02837635.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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