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Shipman Wealth Management

Part of the Amber River Group

Exeter office
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesShipman Wealth Management › Exeter office

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.

Peter Ellis

Chief Executive Officer

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Lucy Ernest

Chief Operations Officer

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Mike Williams

Chief Financial Officer

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Tom Glanville

Chartered Financial Planner

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Simon Ewings

Managing Director & Chartered Financial Planner

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James Thomas

Director & Chartered Financial Planner

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Paul Larcombe Senior Financial Adviser
Paul Larcombe

Senior Financial Adviser

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Harry Bailey

Chartered Financial Planner

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Thomas Shoebridge

Financial Consultant

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Jason Haines

Chartered Financial Planner

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Lorraine Bowen

Independent Financial Adviser

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Neil Gore

Director & Chartered Financial Planner

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Lee Cleaves

Chartered Financial Planner

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Mark Brookman

Chartered Financial Planner

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Dominic Fletcher

Independent Financial Adviser

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Andy Walker

Specialist Mortgage and Protection Adviser

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Tara Dixon

Independent Financial Adviser

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Jacob Rudman

Senior Consultant

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Joanne Dale

Financial Consultant

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David Groves

Financial Planner

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Catharine Bennett

Financial Planner

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Neil Miller

Chartered Financial Planner

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Terry Key

Chartered Financial Planner

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Sam Tisbury

Chartered Financial Planner

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Andrew Shears

Financial Planner

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Jeremy Glynne-Jones

Financial Planner

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Calum Yuill

Financial Planner

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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

Retirement

Peace of mind

Legacy

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

Speak to one of our team, to arrange an appointment or find out more
Shipman Wealth Management Ltd, Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, EX5 2FN
You can have total trust in our team

Shipman Wealth Management and its group companies have achieved a number of awards and accolades over the years.

What our clients say
Small, but important print

We adhere to the FCA’s 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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