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Tom Glanville Chartered Financial Planner

Based at

Shipman Wealth Management

Position

Chartered Financial Planner

Serving clients in

Devon, Cornwall, Somerset

Tom Glanville

Chartered Financial Planner

Tom has many years experience, initially in banking and subsequently as an Independent Financial Planner advising personal, corporate and trustee clients on all aspects of financial planning. His particular specialisms are Family Wealth Management, Complex Tax & Estate Planning, liaising with other professionals to maximise client outcomes and Retirement Planning (Corporate and Personal).

Tom is a Fellow of the Personal Finance Society and Chartered Institute for Securities and Investment, a full member of the Society of Trust and Estate Practitioners (STEP) a Chartered and Certified Financial Planner.

Expertise in

Talk to Tom, call Amber River today

0800 915 0000

Talk to Tom, call Amber River today

0800 915 0000

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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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