Joanne Dale: Taking clients on a journey of discovery
Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients to digest. She says this is vital when creating a financial plan.
Tara Dixon: Financial advice is a family affair
For Tara, helping people make the most of their financial plans, and look after their financial future, is in her DNA
Shipman volunteer with FORCE
On 24 May, Ryan, Elise and Jasmin attended Exeter based cancer support charity FORCE’s Support and Information centre for Shipman’s first “volunteering day”, as part of our ongoing relationship with them. We joined forces with their head gardener Galvin and three other volunteers to update areas of their garden.