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

Investment Management

We aim to have a long and lasting relationship with you and to help you to plan in such a way that you are able to meet you goals and objectives in life.

 

Our ultimate objective is to work with you as your trusted adviser.  One of the ways that we will always aim to do this by subjecting your investments to the minimum level of risk to meet your defined goals. We will work with you to determine your objectives if you do not already know these and, where possible, to calculate the cost and affordability of these.  All investment involves some form of risk, and the biggest of these is that you will fail to meet your objectives.  We will tell you if this is likely to be the case.

 

Throughout our discussions we will work with you to determine how much investment risk you are prepared to, and are able to, take.  We will compare this with your objectives and formulate a plan that will allow you to meet these while subjecting you to the minimum level of risk.

 

We have a specialist investment team within the Shipman group. We believe that as financial planners it is our role to be experts in the different types of investment available and the tax and other implications of this.  We then make recommendations based on what we know of your individual situation.  

 

Shipman Investment Managers have the expertise and resources available to provide a comprehensive investment management service on either an active or on a discretionary basis, either through their model portfolio's or on bespoke terms.