Chartered Financial Planners

Qualifications and Awards

STEP

 

STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning. STEP helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members.

 

 

 

 

 

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