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, individuals who are approaching retirement and wish to have assistance in the planning for that 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.