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About Us

Welcome to Shipman Wealth Management

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 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.


Our Services

The famous Exeter Cathedral. The main attraction of the city. Early summer morning._The wa

Our Locations

Awards & Accreditations


"Fully informed, professional, patient, friendly and very helpful.  And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our financial advisor, Paul Larcombe."

Professor and Mrs B, Exeter

Case Studies

Over the years we, at Shipman Wealth Management, have been faced with an array of differing financial planning scenarios which have shown that we are a diverse and well-rounded firm that do not shy away from a client’s financial situation. No matter how big or small the client may feel their situation is, we strive to construct a solution that fits their needs and objectives.


Below are a number of different cases that we have dealt with in the past. These are just a sample of what we have been involved with over the years. If you would like to discuss anything with one of our qualified advisers, please do not hesitate to contact us.  

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