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

Chartered Financial Planners 

Why should you use a firm of Chartered Financial Planners?

 

Chartered status brings with it serious obligations. As a minimum, we will ensure that the advice, service and on-going support we provide to you is:

  • Of the highest quality.

  • Based solely on your researched needs.

  • Provided by an appropriately qualified individual. 

We meet our obligations in a number of ways:

 

  • A commitment to the technical and professional development of staff, such as professional qualifications.

  • Our Chartered Financial Planners belong to the industry's professional body the Personal Finance Society (PFS), the dedicated financial planning arm of the CII group, and adhere to its Code of Ethics.

  • We adhere to the PFS's continuing professional development requirements, ensuring our staff keep their knowledge and skill set up to date.