Peter Ellis

Managing Director and Adviser

peter@shipmanfp.co.uk

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.

 

"My client work is predominately providing advice to wealthy families, charities and entrepreneurs, who typically require ongoing succession planning, investment management and a comprehensive understanding of the tax system we work in and the allowances available.  The majority of my work is in conjunction with the client's accountant and legal advisers".

 

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;  a Trustee of the Born Free Foundation 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.

Tom Glanville

Director and Chartered Financial Planner

tom@shipmanfp.co.uk

Tom has many years experience, initially in banking and subsequently as an Independent Financial Planner advising personal, corporate and trustee clients on all aspects of financial planning.  His particular specialisms are Family Wealth Management, Complex Tax & Estate Planning, liasing with other professionals to maximise client outcomes and Retirement Planning (Corporate and Personal).

 

His advice is based on full financial planning with the emphasis on providing advice for the long term. He has recently been appointed financial planner for an internationally renowned animal charity. Tom is a Fellow of the Personal Finance Society, a full member of the Society of Trust and Estate Practitioners (STEP)  a Chartered and Certified Financial Planner. 

 

Paul Larcombe

Director

paul@shipmanfp.co.uk

Paul has been in Financial Services since 2004. He has been successfully managing private client investment portfolios, retirement plans and providing solutions for inheritance tax throughout this time. Paul is happy to liaise with client solicitors and accountants to achieve an appropriate solution.

 

Paul holds the Chartered Insurance Institute Diploma and is currently working towards Certified and Chartered status. Paul is a keen cyclist and has completed a London to Paris cycle ride in aid of charity.

 

Peter Di Giuseppe

Finance Director

peterdi@shipmanfp.co.uk

Peter is a qualified chartered accountant and joined the company as Finance Director in 2010. He has significant experience of the FD role in private companies; including having previously been part of a team that negotiated the terms of a joint venture with a European partner to build and operate a factory in China, to meet the competitive demands of the electronics industry.  Peter was previously a partner with big 4 accountancy firm, Ernst & Young.

 

He is very active in the local community. Before relocating to Devon, he was successively the chair of governors of the local primary school and secondary school.  He became a governor of Teign School in 1997, and has been chair for the last six years, having served on and chaired the finance sub-committee. In 2011, Teign School under his direction established Templer Schools Academy Trust, which now runs two secondary schools and a primary school.

 

He was a non-executive director of West Devon Homes Ltd, a Registered Social Landlord, from 1997 to 2004, joining the organisation before the transfer of the housing stock from West Devon District Council and was involved in the recruiting of senior staff and external advisors.  At various times he chaired the finance committee and the audit committee. Peter loves cooking, i.e. other peoples', and Wallace and Gromit cartoons

 

Philippa Frost 

Director and Chartered Financial Planner

philippa@shipmanfp.co.uk

Philippa has more than 20 years’ experience of building relationships with her clients, who are mainly retired individuals along with their families, and provides advice in an open and straightforward way.  She is a Fellow of the Personal Finance Society and is also a Chartered Financial Planner which means she will always have the client's best interest at heart. As a fully accredited member of the Society of Later Life Advisers (SOLLA), whose aim is to assist consumers and their families to find trusted financial advisers, Philippa has the expertise to help clients in specialist and sensitive areas such as Care Fees Planning, as well as pre and post retirement, and investment planning. 

 

Philippa also helps guide her clients through their various stages of life helping them grow their wealth for their own security, ensuring they enjoy their retirement years. She works closely with professionals such as local solicitors in these areas, where her knowledge and practical approach is appreciated by her clients.

 

Dominic Fletcher 

Independent Financial Adviser

dominic@shipmanfp.co.uk

Since joining Shipman Financial Planning in 2016 as a client adviser, Dominic has worked alongside our experienced adviser’s providing additional support and further enhancing our client service.

 

Dominic holds a BA (Hons) in Business & Marketing and has successfully completed his Diploma in Regulated Financial Planning, attaining his position as an Independent Financial Adviser. Dominic is now setting his sights on working towards achieving his Chartered status, in the very near future. 

 

Tim Crabbe 

Independent Financial Adviser

tim@shipmanfp.co.uk

Tim has more than 35 years experience in the financial services industry, initially working for some of the large insurance companies and subsequently as an independent financial planner advising private clients and corporate clients. He likes working closely with individuals and families, helping them achieve their investment and retirement objectives through careful financial planning, taking into consideration the most recent legislative framework. Tim holds the Diploma in regulated financial planning and is qualified to provide advice on long term care.

Tim is a keen sportsman and has had the fortune to represent and captain Wales at hockey on

several occasions.

 

Lucy Ernest 

Practice Manager

lucy@shipmanfp.co.uk

Lucy has worked within financial services since 2014 and joined Shipman Financial Planning in early 2018. Having previously worked as a Personal Banking Manager within the Retail Banking sector, Lucy joined Shipman as a Para planner working closely with the Directors and advisors. After progressing to the Practice Manager role Lucy now oversees all aspects of the business and team.

 

She holds a BA (Hons) degree in Photographic Art and obtained her Level 4 Diploma for financial advisors in 2017.

 

Jan Fowler

Client Relationship Manager

jan@shipmanfp.co.uk

Jan has worked for Shipman for the last 2 years after moving across when Hall & Partners Financial Services was taken over, she has worked in Financial Services for the last 6 years and her role for last 2 has been that of Client Relationship Manager.  Prior to that she worked for the County Council at the conference and wedding venue Dillington House in Ilminster as a Bookings Secretary.  Jan prides herself in knowing her clients and has built up an excellent rapport with them over the years that she has worked for Shipmans.

 

 Jan has 2 children and 4 grandchildren that keep her very busy but in her spare time is a keen member at a local gym.  She combines the gym with long walks at the weekends with her German Pointer, Ollie.

 

Martin Rider 

Paraplanner

martin@shipmanfp.co.uk

Martin has been in financial services since 2001 and joined Shipman Financial Planning Ltd in 2006.

As a Paraplanner, he has successfully supported the Managing Director in managing portfolios and providing advice to wealthy families, charities and entrepreneurs. Martin now provides paraplanning support for a number of our advisers. The majority of his work is researching advice and liaising between advisers, clients, clients' accountants and legal advisers. 

 

Martin has a Bsc (Hons) in Biology and obtained a Certificate in Financial Planning. He is an active member of his local church and in the past spent 6 months supporting income generation projects in Zambia.

 

Jenny Shaeena

Paraplanner

jenny@shipmanfp.co.uk

Jenny joined the team in May 2019 coming in as a Para Planner, she is working alongside our knowledgeable team to progress to become a fully qualified Paraplanner within Shipman Financial Planning. Jenny is Level 3 qualified and currently working towards the Regulated Diploma in Financial Planning. She has been working in financial services industry for over 10 years taking on a number of varied roles from retail banking to roles in risk and compliance in the corporate and commercial banking sector. Jenny has a young family which keeps her extremely busy as well as re-decorating her home having recently re-located from London.

 

Andy Shears 

Paraplanner

andy@shipmanfp.co.uk

Andy has been working in the financial service industry since 2011, starting as a trainee Paraplanner. Throughout his time in the financial services industry, Andy has successfully supported a number of financial advisers in the financial planning process, from liaising with clients to research and analysis of products, with particular emphasis on investments, pensions and retirement. Andy is qualified to level 4 Diploma standard, and is continuing his studies to further his development and knowledge within financial planning.

 

Outside of work Andy is a keen CrossFitter and enjoys travelling and camping with his girlfriend and little boy.

 

Toby Kearney

Senior Financial Services Administrator

toby@shipmanfp.co.uk

Toby has been working within the Financial Services Industry in and around the Taunton area since 1998, during which time he has worked in a number of roles including administration, customer services and mortgage underwriting. Since 2008 Toby has specialised in providing administrative and paraplanning support to a number of independent chartered financial planners.

Toby holds the Certificate in Life and Pensions qualification and is studying towards full diploma in financial planning.

 

Sarah Humphrey 

Financial Services Administrator

sarah@shipmanfp.co.uk

Sarah moved down from Derbyshire in 2006, and has worked in her family’s business for several years; working one to one with customers, ensuring all their needs were met. She joined Artavia Financial Planning in 2015 as an administrator, before moving to Shipman Financial Planning in February 2016 as an administrator, bringing her experience to communicate and help clients.

 

Katie Trevelyan

Financial Services Administrator

katie@shipmanfp.co.uk

Katie joined Shipman Financial Planning as an Administrator in October 2017, having previously worked within both Financial Services and the Insurance Industry as a Business Development Manager in Exeter since 2011. Katie is currently studying towards a Diploma in Financial Planning.

 

Outside of work, Katie is a very active member of her local Young Farmers Club, having been Treasurer for her local club, taking part in a wide range of competitions from public speaking to theatrical, and most importantly, by helping to raise money for local nominated charities and supporting the local rural community.

 

Jess Copp

Financial Services Administrator

jess@shipmanfp.co.uk

Jess has been working in the financial services industry for the past two years having started her career working for TSB, before joining Shipman Financial Planning in August 2019. Currently holding the Certificate in Financial Planning and Administration, at present she is now working towards achieving the Diploma in Regulated Financial Planning.

 

Outside of work, Jess likes to keep active and is a member of her local gym and regularly partakes in charitable events, such as the St Margaret’s Hospiscare 5k run.

 

Shipman Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority.  

Reg. No. 06984287 (England & Wales) Registered Office: First Floor, Blackdown House, Blackbrook Business Park, Taunton, TA1 2PX