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Based at
Position
Serving clients in
Bath, Bristol, Cotswolds, Wiltshire, Devon, Cornwall
Simon Ewings
Managing Director & Chartered Financial Planner
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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Find out more about Simon and the 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
What our clients say
IB, Paignton
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.IB, Paignton
Professor and Mrs B, Exeter
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.Professor and Mrs B, Exeter
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Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.