Business Details
Your Trusted Financial Partner in Exeter
Shipmanfp is a distinguished wealth management firm dedicated to delivering personalized financial solutions. Established with a commitment to providing unbiased advice, we focus on building long-term relationships with clients to help them achieve both immediate and future financial objectives. Our team of experienced advisers employs a holistic approach to financial planning, integrating tax considerations, protection needs, and investment strategies tailored to individual circumstances. Recognized for our regulatory compliance and FCA authorisation, we bring robust expertise to complex financial scenarios for private clients, family businesses, and charitable organisations. Our investment management services leverage specialist knowledge to balance risk and reward while maintaining alignment with client goals.We support charities in making ethically sound investment decisions that maximise impact without compromising financial integrity. Through decades of combined experience, we provide expert guidance on estate planning, retirement strategies, and philanthropic giving structures. Our client-centric philosophy ensures continuous review and adaptation of financial strategies to maintain relevance and effectiveness. This approach has earned us trust among discerning clients across Exeter and broader Devon. By combining professional rigour with personal service, we aim to be the preferred long-term financial partner for those who value comprehensive, tailored advice.
Services
Financial Planning
Investment Management
Family Business Advising
Philanthropic Structures
Charity Consultancy
Highlights and features
- We are FCA authorised specialists in complex financial planning scenarios
- Our client-centric approach creates bespoke strategies for unique circumstances
- We combine investment expertise with comprehensive estate and tax planning
- Our charity consultancy optimises both financial and social impact
- Continuous strategy review ensures long-term relevance and effectiveness
Associations and certifications
- Financial Conduct Authority
What people say
Professional
Patient
Friendly
Cost-effective
Trustworthy
Services
Financial Planning
Comprehensive financial planning tailoring investment strategies to individual objectives while considering tax implications and protection needs. Our holistic approach balances current circumstances with future aspirations through detailed analysis of cashflow, retirement objectives, and estate planning. Experienced advisers work closely with clients to develop and maintain sustainable wealth management solutions that evolve with changing life circumstances.
Investment Management
Specialist investment management services balancing risk and reward to meet defined financial goals. Our FCA regulated team applies technical expertise to construct portfolios aligned with client requirements while maintaining compliance with regulatory standards. Continuous performance monitoring ensures strategies remain effective through market fluctuations while delivering transparent reporting to clients.
Family Business Advising
Tailored guidance for family enterprises addressing wealth transfer, leadership succession and governance structures. We help preserve intergenerational wealth through strategic planning that considers both family dynamics and business objectives. Our services include developing family constitutions, education programmes and tax-efficient wealth transfer strategies to ensure long-term business sustainability.
Philanthropic Structures
Expert advice designing effective philanthropy frameworks combining financial and social objectives. We help clients establish giving strategies that maximise social impact while maintaining financial sustainability. Services include structuring charitable donations, establishing philanthropic vehicles and integrating social responsibility into broader wealth management plans for high-net-worth individuals.
Charity Consultancy
Specialist financial advice for charitable organisations optimising investment strategies against ethical considerations. Our consultants help trustees ensure compliance with fiduciary responsibilities while maximising fund effectiveness. Services cover investment audits, cost reduction strategies and establishing governance frameworks that balance financial performance with charitable missions.
People
Paul Larcombe
Financial Advisor
Experienced financial advisor with over two decades of expertise in creating tailored wealth management solutions. Recognised for delivering cost-effective strategies that align perfectly with individual client objectives while maintaining rigorous compliance standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment strategies, retirement planning, tax considerations, and estate planning tailored to individual circumstances.
How do you approach investment management?
Our FCA-regulated investment team balances risk and reward through diversified portfolios aligned with client goals, with continuous performance monitoring and transparent reporting.
Can you help family businesses with succession planning?
Yes, we specialise in creating governance structures, succession plans, and wealth transfer strategies for family enterprises to ensure long-term sustainability.
What support do you offer to charitable organisations?
We provide investment audits, cost reduction strategies, and ethical framework development to help charities maximise their financial impact while maintaining compliance.
Are your financial planning fees transparent?
Yes, we maintain full transparency with no hidden fees, offering clear explanations of all charges before any service engagement begins.
