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Based at
Shipman Wealth Management
Position
Managing Director & Chartered Financial Planner
Serving clients in
Bath, Bristol, Cotswolds, Wiltshire, Devon, Cornwall
Simon Ewings
Managing Director & Chartered Financial Planner
Simon joined the team in 2011 after relocating from Devon, where he worked for a Financial Advice firm for nine years.
Simon is a member and Fellow of the Chartered Insurance Institute and qualified as a Chartered Financial Planner in 2009. As well as fulfilling a leadership position, his role involves working with clients to deliver professional and independent financial advice which is tailored to their specific requirements. Simon's qualifications and experience cover all aspects of Financial Planning and Wealth Management.
Simon is a member and Fellow of the Chartered Insurance Institute and qualified as a Chartered Financial Planner in 2009. As well as fulfilling a leadership position, his role involves working with clients to deliver professional and independent financial advice which is tailored to their specific requirements. Simon's qualifications and experience cover all aspects of Financial Planning and Wealth Management.
Expertise in
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