Peter Ellis Shipman

Peter Ellis

Chief Executive Officer

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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.

Lucy Ernest Shipman

Lucy Ernest

Operations Director

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Lucy has worked within financial services since 2014 and joined Shipman Financial Planning in early 2018. Previously, Lucy worked as a Personal Banking Manager within the Retail Banking sector. Having obtained her Level 4 Diploma for Financial Advisors in 2017, Lucy has progressed through multiple roles within Shipman Financial Planning, gaining exposure to all aspects of the business. Lucy was appointed a Director of Shipman Financial Planning in early 2021. As a Director, Lucy oversees the operational aspects of the business.

Mike Williams

Mike Williams

Chief Financial Officer

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Mike has over 17 years of experience in Financial Services, having joined Amber River in January 2020 to help develop the Amber River strategy and support the acquired Hub businesses in their growth and acquisition plans. In October 2021, Mike moved full time to the Shipman Group as Chief Financial Officer.

Prior to Amber River, Mike worked at the large advice network Openwork, holding roles including Chief Financial Officer, Group Risk Director and Commercial Director. During this period, Openwork grew from 1,800 advisers to over 4,000 and separated from Zurich to become an independent business.

 

Mike also helped to launch the Omnis Investment Management business which managed over £7bn of client’s money. He was also a Board Director of National IFA business 2plan which had c.250 advisers. Mike has also held roles at AXA Life and PwC and is a Fellow of the Institute of Chartered Accountants.

Paul Larcombe

Paul Larcombe

Senior Financial Adviser

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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.

Tom Glanville

Tom Glanville

Chartered Financial Planner

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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. 

Dominic Fletcher

Dominic Fletcher 

Independent Financial Adviser

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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. 

Andy Shears

Andy Shears 

Independent Financial Adviser

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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 partner and two little boys.

Lee Cleaves

Lee Cleaves

Financial Adviser

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Lee is a Chartered Financial Planner with over 19 years Financial Planning experience. He acts for a wide range of personal, corporate and trustee clients specialising in Retirement, Investment and Estate Planning. Lee believes that life is not a rehearsal, and Financial Planning is an ongoing process to help you make sensible decisions about money that help you achieve your goals in life.

Tara Dixon

Tara Dixon 

Independent Financial Adviser

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Since joining Shipman, Tara has obtained the Diploma for Financial Advisers qualification and has recently been awarded the CISI Certificate in Advanced Financial Planning. Tara is motivated by long-term relationships with her clients and providing them with the peace of mind that their financial affairs are in order.

In her spare time Tara enjoys running and long walks with her Cocker Spaniel Ernie.

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Lorraine Bowen

Independent Financial Adviser

Lorraine has a wide range of knowledge and experience, having worked her whole career in the financial services industry. "It is important to me that we maintain our excellent level of customer service at all times."

Lorraine is married with two teenage children and life is always busy, with their school and sporting activities. She enjoys going on annual ski trips and the chance to go abroard as often as possible.

George Uglow

George Uglow

Chartered Financial Planner

George is a Chartered Financial Planner dedicated to building lasting relationships with his client’s, with the aim of helping them achieving their financial objectives. George can provide comprehensive, holistic wealth planning advice to individuals on a range of areas such as retirement planning, investment planning, protection, tax and estate planning. He has experience of working closely with individuals, their families and alongside Professional Deputies and Trustees. 

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In his spare time George enjoys watching sport, spending time with his family and cooking.

Jan Fowler

Client Relationship Manager

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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

Martin Rider 

Paraplanner

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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

Jenny Shaeena

Paraplanner

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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.

Greg Lamb

Greg Lamb

Paraplanner

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Greg has over 20 years’ experience in the Financial Services industry working within many different roles. He has worked within small IFA companies along with larger national company. He is currently working towards being Diploma qualified, which he hopes to achieve in the next 12 months.

 

Outside of work he enjoys spending time with his two children and enjoying the Cornish beaches and countryside. He enjoys sports, being a big football fan and a regular runner.

Sam Tisbury

Sam Tisbury

Paraplanner

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Sam joined Shipman in November 2021, following a relocation to Devon from London where he worked for top financial planning firms during his nine year stint. Sam has been in Financial Services for over a decade and built a wealth of experience in the Financial Planning space. Having worked for a SIPP provider after leaving college, Sam has built a wealth of knowledge in this area. Sam has attained Chartered and Fellowship status from the Personal Finance Society.

 

Outside of work, Sam likes to keep fit, particularly running, and is aiming to complete the six major marathons. He also does a lot of charity work for Muscular Dystrophy UK, where he often volunteers and fundraises.

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Alexandra Cheal

Adviser Relationship Manager

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Alexandra joined Shipman Financial Planning as a Paraplanner in October 2020, moving from a larger Independent Financial Advisors to develop her relationships with clients and further her ability to contribute to the industry.

 

Having established her career in retail banking, Alex moved to a smaller IFA, before finally transferring to a much larger wealth consolidation advice firm through an acquisition. Alex has achieved her Level 4 Diploma in Regulated Financial Planning, along with her certificate in Long Term Care and Pension Transfer Specialist qualifications. She continues to work towards a Chartered qualification, which she expects to achieve in 2021.

 

Outside the office, Alexandra enjoys the great outdoors and exploring both the Cornish coasts and the Scottish Highlands whenever she can. She is lucky enough to be a mother to two very active boys who enjoy a challenge, so she rarely has much time to spare.

Sarah Humphrey 

Assistant to Directors

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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

Senior Financial Services Administrator

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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.

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Jemima Fitzsimmons

Head of Client Services

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Jemima began working within Financial Services in late 2011 as an administrator before taking on the role of Office Manager and Paraplanner within the Cathedral Financial Management Plymouth office. In 2019 Jemima took on the additional role of Head of Paraplanning covering the Exeter and Plymouth offices. After Shipman acquired Cathedral in 2021 Jemima was appointed Head of Client Services within the Shipman Group and now oversees the client support staff.

Jemima has achieved Chartered Financial Planner status and became a Fellow of The Personal Finance Society in early 2021.

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Sarah Smith

Financial Controller

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Sarah is the Group’s Financial Controller and has over 20 years’ experience of management accounting and financial reporting. Sarah trained at a top 15 accountancy practice in Exeter and qualified as a chartered accountant in 2008. Prior to joining the Group, she worked for a national radio network as a Financial Accountant and more recently worked for a large South West based housing association.

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Ryan Grant

Financial Services Administrator

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Ryan qualified as a Paraplanner through the London Institute of Banking & Finance and joined Shipman Financial Planning as an administrator in 2021. Ryan also possesses a HNC in Computing & IT and has previously worked in financial services as a data analyst and a mortgage progression consultant.
 
Whilst not working, Ryan enjoys reading non-fiction, studying FinTech, and exploring.

Teresa Hawkins

Financial Services Administrator

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Teresa joined Shipman in July 2021 from a smaller IFA.  She has always worked in Financial Services in various roles, dealing with Investments, Pensions, Finance, Mortgages and Protection. Teresa has two grown up children and enjoys travelling, reading, and spending time with her family.