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Based at
Shipman Wealth Management
Position
Chartered Financial Planner
Serving clients in
Exeter, Torbay, Plymouth, Cornwall
Mark Brookman
Chartered Financial Planner
Mark has spent 30 years within the financial service profession and joined the team in October 2012. Mark is experienced in all aspects of financial planning, such as investment advice, inheritance tax planning and retirement planning, providing an ongoing service to meet the changing needs of both new and existing clients alike.
Mark is a Chartered Financial Planner and is also an Associate of the Chartered Insurance Institute; he is also a Fellow of the Personal Finance Society.
Mark is a Chartered Financial Planner and is also an Associate of the Chartered Insurance Institute; he is also a Fellow of the Personal Finance Society.
Expertise in
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