Shipman Financial Planning Ltd

Shipman Financial Planning is a long established financial planning firm which can proudly trace its roots back to 1935 when Reginald Kelly Shipman first set up RK Shipman. Since then we have continually developed and have become a well-known and successful financial planning firm in the heart of Exeter, looking after the finances of not only local residence, but clients across the United Kingdom. Our success is based upon these simple principles: We always aim to constantly exceed client expectations We develop long-term, personal relationships with our clients Over time, we become the ‘trusted adviser’. Working to assist clients in all aspects of their financial and succession planning We employ highly qualified, ethical and empathetic advisers and support staff Our clients include successful entrepreneurs, family businesses, partners in large legal firms, senior medical consultants, high profile charities and family trusts. Typical Shipman Financial Planning clients may be a Family Business seeking advice on succession planning, a business owner seeking to sell their business and invest the proceeds or a charity seeking a ‘financial planning’ approach to their investments. We also advise on an individual basis for clients who may have inherited wealth or have built up wealth over time and are looking for advice on income and capital preservation. What our clients have in common is the requirement for unbiased, practical and pragmatic advice from a firm that works on a clear fee based approach.

Address: First Floor, Blackdown House, Blackbrook Business Park, Taunton, TA1 2PX, United Kingdom

Phone: +44 01392 278491
FAX: