Joanne Dale

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.

Read More


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

Read More

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.

Read More