Cathedral Financial Management Ltd

A Trusted Partner for Financial Success in the South of England

Shipman Wealth Management is a leading wealth management firm based in the South of England. We provide bespoke financial planning and investment management services to individuals and businesses alike. Our team of experienced professionals will work with you to understand your unique financial goals and aspirations, and create a tailored plan to achieve them.

Our Guiding Principles

Our success is built on these core principles:

• Exceeding Expectations: We consistently strive to surpass client expectations through personalized attention and exceptional service.
• Long-Term Relationships: We establish strong, lasting relationships with our clients through ongoing communication and professional guidance.
• Empowering Clients: We empower our clients by providing clear and accessible information throughout the financial planning process.

Who We Serve

Our clients include:

• Successful entrepreneurs
• Family businesses
• Partners in large legal firms
• Senior medical consultants
• High-profile charities
• Family trusts

Our Comprehensive Services

We offer a comprehensive range of services, including:

Financial Planning

• Goal setting and financial planning
• Cash flow management
• Investment planning
• Retirement planning
• Estate planning and succession planning

Managed Investment Service

• Portfolios tailored to individual goals and risk tolerance
• Regular performance monitoring and reporting
• Active portfolio management by experienced professionals

Your Investment Options

We offer a diverse range of investment options to match your individual needs and aspirations, including:

• Equities
• Bonds
• Cash management
• Alternative investments

Client-Focused Approach

At Shipman Wealth Management, we believe in a transparent and client-centered approach. We operate on a clear fee-based model, ensuring complete transparency and accountability. We are committed to providing personalized guidance and empowering our clients to make informed financial decisions.