About Us
Since 1935, we've worked hard to build on our proposition, to continue adding value to clients in the South West and beyond, and provide new career development opportunities for our staff.
The Team
Peter Ellis
Chief Executive Officer
Peter's early career was with three leading pension companies before joining Shipmans in 1998. He became a Director in 2004 and was appointed Managing Director in 2005. Peter is a Certified Financial Planner and has particular expertise in advising Family Business Enterprises. He is co-Founder and Director of Shipman Investment Managers, a Guernsey based asset management company; and a Fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce (RSA). When time allows, Peter enjoys travelling with his family, playing tennis and cycling.
Mike Williams
Chief Financial Officer
Mike has over 17 years of experience in Financial Services, having joined Amber River in January 2020. In October 2021, Mike moved full time to the Shipman Group. Prior to Amber River, Mike worked at the large advice network Openwork, holding roles including Chief Financial Officer, Group Risk Director and Commercial Director. Mike also helped to launch the Omnis Investment Management business which managed over £7bn of client’s money. He was also a Board Director of National IFA business 2plan. Mike has also held roles at AXA Life and PwC and is a Fellow of the Institute of Chartered Accountants.
Timeline
1935
2009
2016
2017
2019
2020
2021
2022
R K Shipman Ltd established
R K Shipman Ltd renamed Shipman Financial Planning
Shipman acquires C&M Financial Services
Shipman acquires Artavia
Shipman acquires Hall & Partners Financial Services
Shipman acquires Confidel
Shipman acquires BKD Wealth Management
Shipman acquires MWFS
Shipman joins Socium Group
Shipman acquires Cathedral Financial Management
Shipman acquires Whichers IFA
Socium Group renamed Amber River
Shipman acquires Monahans Wealth Management and Wildwood Wealth Management
Part of something bigger
We are also one of a number of IFA businesses who make up the Amber River Group, which first formed in 2019 under the name Socium. This brings benefits in terms of expertise, resource and funding, and (because we're part of something bigger) scale; which we can leverage to widen choice and drive down prices for clients. You can find out more about
What We Do
We work to these simple principles:
- We strive to exceed client expectations.
- We employ highly-qualified, ethical and empathetic advisers and support staff, each committed to developing a long-term relationship with our clients.
- Over time, we become the family's ‘trusted adviser’. Partnering with clients to visualise, plan and manage a comprehensive financial plan, that covers all aspects of their lives.
- We provide unbiased, practical and pragmatic advice on a clear fee-based approach.
With all clients, our purpose is to enrich their lives. Through conversations and knowledge sharing, financial planning and advice, whatever life stage you’re at, the team is here to help you plan for a life well-lived.
Contact
Feel free to contact us with any questions.
Phone
01392 278491
Address
Eagle House, 1 Babbage Way, Exeter. EX5 2FN.