Shipman Financial Planning

Who we are

Shipman Financial Planning is a leading wealth management firm based in Exeter. We provide compassionate and tailored financial planning to individuals, families, successful entrepreneurs, family businesses, and charities. Our mission is to empower clients to achieve their financial goals through a clear, collaborative, and personalized approach.

Our success is built on these core values:

• Client-focused: We prioritize understanding your unique needs and aspirations to deliver solutions that align with your personal goals.
• Transparency: We provide clear and concise information about our processes, fees, and potential risks involved.
• Integrity: We hold ourselves to the highest ethical standards, prioritising your best interests above all else.
• Sustainability: We work with you to create a financial plan that aligns with your values and ensures your wealth is used to its fullest potential.

What we do

We offer a comprehensive range of services to meet the diverse financial needs of our clients. These include:

Financial Planning

• Developing a holistic financial plan that encompasses all aspects of your financial life.
• Goal-setting and prioritizing your financial aspirations.
• Comprehensive assessments of your financial situation.
• Development of a personalized plan for wealth accumulation, preservation, and distribution.

Investment Management

• Customized portfolio management aligned with your financial goals and risk tolerance.
• Regular review and optimization of your investments.
• Access to a diverse range of investment options.

Advising the family business

• Succession planning and business transition strategies.
• Strategies for wealth preservation and risk mitigation.
• Expert guidance on tax optimization.

Philanthropic Giving & Charities

• Specialized advice on philanthropy and impact investing.
• Assistance with establishing and managing charitable foundations.
• Evaluation and optimization of your philanthropic assets.

Our Team

Our team of experienced and qualified financial planners are passionate about empowering clients and helping them achieve financial success. We are committed to providing exceptional client service and building strong, lasting relationships with our clients.