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Shipman Wealth Management

Financial Services

Specialities :
Inheritance tax planning
Investment planning
Managing wealth via the use of trusts
Retirement income planning
Pension consolidation

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Shipman Wealth Management

What does Shipman wealth management do?+

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 & 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. Shipman Wealth Management clients may be a Family Business seeking advice on succession planning, a business owner seeking to sell their business and invest...

What are Shipman wealth management's specialties? +

Inheritance tax planning ,investment planning,managing wealth via the use of trusts,retirement income planning,pension consolidation,wealth protection via the use of insurance policies or investment-based solutions,later life wealth planning,cash flow planning,advice on lifetime allowance issues,pension transfers,family wealth management,and corporate investments

What is Shipman wealth management's industry? +

Shipman wealth management operates in the Financial services industry.

What is Shipman wealth management's revenue? +

Shipman wealth management's revenue is 11m - 100m

What is Shipman wealth management's company size? +

Shipman wealth management has 11 - 50 employees.

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