Cathedral Financial Management

Welcome to Shipman Wealth Management, a leading wealth management firm based in the South of England. We provide expert advice to both individuals and companies on all aspects of financial planning. Our team of highly qualified and experienced financial planners take the time to understand your unique objectives and goals, providing a personal and unbiased service that enables you to achieve your aspirations.

Our Expertise

At Shipman Wealth Management, our expertise lies in advising clients who want a personal and unbiased financial planning service. We work with a wide range of clients, including successful entrepreneurs, family businesses, partners in large legal firms, senior medical consultants, high profile charities, and family trusts. Whether you are a family business seeking advice on succession planning, a business owner looking to sell your business and invest the proceeds, or an individual approaching retirement and seeking assistance with planning, we have the expertise to help.

Our Services

Our services are designed to provide a comprehensive financial planning solution that meets your individual needs. We offer a range of services, including financial planning, managed investment services, and investment options. Our team of chartered financial planners will work closely with you to understand your objectives, create a personalized plan, and provide ongoing support to ensure you stay on track.

Our Values

At Shipman Wealth Management, we are committed to constantly exceeding client expectations, developing long-term, personal relationships with our clients, and becoming the trusted adviser. We employ highly qualified, ethical, and empathetic advisers and support staff who share our values and are dedicated to providing exceptional service.