Shipman Wealth Management Ltd

DataGardener
shipman wealth management ltd
live
Medium

Shipman Wealth Management Ltd

02837635Private Limited With Share Capital

Ground Floor, Eagle House, 1 Babbage Way, Exeter, EX52FN
Incorporated

20/07/1993

Company Age

32 years

Directors

2

Employees

90

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Shipman Wealth Management Ltd (02837635) is a private limited with share capital incorporated on 20/07/1993 (32 years old) and registered in exeter, EX52FN. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Our success is based upon these simple principles:-we always aim to constantly exceed client expectations.-we develop long-term, personal relationships with our clients.-over time, we become the ‘trusted adviser’. working to assist clients in all aspects of their financial & succession planning.-we ...

Private Limited With Share Capital
SIC: 64999
Medium
Incorporated 20/07/1993
EX52FN
90 employees

Financial Overview

Total Assets

£10.77M

Liabilities

£4.24M

Net Assets

£6.53M

Turnover

£11.44M

Cash

£1.42M

Key Metrics

90

Employees

2

Directors

1

Shareholders

Board of Directors

2

Charges

5

Registered

0

Outstanding

0

Part Satisfied

5

Satisfied

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typefull accounts
Due Date30/09/2026
Filing Date20/09/2025
Latest Accounts31/12/2024

Trading Addresses

Ground Floor, Eagle House, 1 Babbage Way, Exeter, Devon Ex5 2Fn, EX52FNRegistered

Contact

01392211800
ceo@cfmltd.co.uk
shipmanfp.co.uk
Ground Floor, Eagle House, 1 Babbage Way, Exeter, EX52FN