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Mary Shere Chartered Financial Planner

Based at

Shipman Wealth Management

Position

Chartered Financial Planner

Serving clients in

Mid Devon, Exeter

Mary Shere

Chartered Financial Planner

Mary has spent over 25 years within the financial services profession and is experienced in all aspects of financial planning. Mary provides continuity of service, catering for client needs throughout their changing stages of life. She advises on a broad range of areas including protection, investment, retirement, inheritance and generational tax planning.

Mary was one of the first female Financial Planners to become Chartered in 2008. Mary is also a member of The Association of Christian Financial Advisers (ACFA) and an Associate of the Personal Finance Society.

Expertise in

Talk to Mary, call Amber River today

0800 915 0000

Talk to Mary, call Amber River today

0800 915 0000

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Find out more about Mary and our Shipman Wealth Management team

Shipman Wealth Management is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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