Philippa is one of only six per cent of advisers in the UK who have attained Fellowship of the Personal Finance Society. She is also a Chartered Financial Planner and a member of the Society of Mortgage Professionals. With over 20 years' experience Philippa offers her clients, who range from retired individuals and their families to local business owners, expertise in many Adidas Harden 1 White Silver Red
Exeter based finance firm in seven figure takeover
The purchase means Shipman, whose Head Office is based in Exeter's Southernhay quarter, can now offer financial planning and investment services almost unrivalled outside London.
In anticipation of this move, Shipman FP has already been expanding its range of expertise by recruiting Chartered Financial Planner Philippa Frost, FPFS Certs CII (MP ER).
Exeter based Shipman Financial Planning is set to become one of the South West's leading financial and investment specialists following a seven figure buyout of a Guernsey firm.
"I believe this move makes Shipman one of the largest independently owned businesses of its type in the South West. Currently we have just under 1300 clients who are now able to gain the same level of integrated and dedicated expertise usually only found in London."
based finance firm in seven figure takeover
"This is an exciting time for all of us,' said Shipman FP Managing Director Peter Ellis, 'and also for our many clients and for those looking for 'best of breed' financial advice and investment management based firmly here in the South West.
strategic relationship with James Hambro and Partners, which makes investment decisions on some 15 billion in total.
"Thanks to this takeover, we can now access the Adidas Energy Boost Atr Esm resources of a large institutional investment organisation but still with the values and personal service of a small company".
"To offer financial advice and discretionary investment management under one roof is a major step forward. We can control the investment process for our clients and offer solutions that are right for them in Adidas Energy Boost 2 Pink
Through its purchase of Oculus Investment Managers, a successful discretionary investment management company, Shipman FP will now be able to benefit from Oculus' Mens Adidas High Tops White
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