Shipman Wealth Management Ltd

Reference number: 456896

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Amber River Shipman Wealth
  • Cathedral Financial Management

Company details

From the company's Companies House record.

Company number
02837635
Company status
Active
Company type
Private limited company
Incorporated
20 July 1993 (33 years old)
Registered office
Ground Floor, Eagle House 1 Babbage Way, Exeter Science Park, Exeter, Devon, EX5 2FN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Peter Robert Ellis Director Sep 1971 1 Apr 2021
Amanda Hilary Browning Director Aug 1974 11 Mar 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Providing basic advice on stakeholder products

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • CATHEDRAL FINANCIAL MANAGEMENT LIMITED
  • Cathedral Financial Management Ltd

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Common questions

Frequently asked questions

Is Shipman Wealth Management Ltd FCA authorised?
Yes, Shipman Wealth Management Ltd (FRN 456896) is authorised by the FCA to carry out regulated activities.
Is my money safe with Shipman Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Shipman Wealth Management to the Financial Ombudsman Service, free of charge.
Is Shipman Wealth Management a scam or clone?
Shipman Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Shipman Wealth Management's Firm Reference Number (FRN)?
Shipman Wealth Management's FRN is 456896. You can verify it on the FCA register.