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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When amberriver.com first appeared online, and whether it can receive email
  • What kind of line 0808 175 4433 is
  • Who else gives the postcode EX5 2FN
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • Amber River Shipman Wealth Trading name
  • Cathedral Financial Management Trading name
  • CATHEDRAL FINANCIAL MANAGEMENT LIMITED Former name
  • Cathedral Financial Management Ltd Former name

FCA permissions and consumer protection

  • 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.
  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (9 permissions)
  • 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.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter Robert Ellis Director Sep 1971 1 Apr 2021 23 other companies
Amanda Hilary Browning Director Aug 1974 11 Mar 2025 5 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
26
closed down
12
are FCA-registered
4

In the full report: all 26 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register, including one no longer authorised
  • The 2 companies these 2 directors run together
  • All 14 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 May 2020Group accountsAudited

Profit before tax

£1.03m

No earlier figure to compare

Net assets

£143k

No earlier figure to compare

Cash at bank

£1.16m

No earlier figure to compare

Owed within a year

£766k

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

The figures for the year to 30 May 2020 were read from the printed accounts, because the filing does not tag them in a form that can be read automatically. They were checked against the accounts’ own totals.

These are group figures: the firm and the companies it owns, combined.

Accounts filed at Companies House for company 02837635. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Shipman Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (14) All events (43)

2023

6 February 2023

  • Changed its registered name from "CATHEDRAL FINANCIAL MANAGEMENT LIMITED"

FCA register

30 January 2023

  • Changed its registered name from "Cathedral Financial Management Ltd"

FCA register

2021

1 April 2021

  • Emma Marie Woolfrey gave up control
  • Neil James Gore no longer has significant control
  • Shipman Group Holdings Limited took control (75–100% of shares)

Companies House

2019

18 October 2019

  • Timothy Ames stopped being a part-owner

Companies House

2016

6 April 2016

  • Emma Marie Woolfrey took control (75–100% of shares)
  • Neil James Gore gained significant control
  • Timothy Ames became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

19 August 2008

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2007

2 January 2007

  • Became authorised by the FCA

FCA register

2006

20 December 2006

  • Regulated by the Financial Services Authority from this date

FCA register

1993

20 July 1993

  • Incorporated at Companies House

Companies House

In the full report: all 43 events

  • All 43 events in its history (14 shown here)
  • Every director appointment and resignation: 24
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Firms connected to Shipman Wealth Management

Other FCA-listed firms that share a director, phone number or address with Shipman Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
6
no longer authorised
1
share a director
4

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (4), the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Shipman Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In Exeter

Hawksmoor Investment Management LimitedExeterAuthorisedP1 Investment Services LimitedExeterAuthorisedRivers Capital Management LtdExeterAuthorisedSafran (South West) LimitedExeterAuthorisedSeabrook Clark LtdExeterAuthorisedWilliam Highbourne Wealth Management LimitedExeterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Shipman Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 26 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 43 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Shipman Wealth Management Ltd FCA authorised?
Yes, Shipman Wealth Management Ltd (FRN 456896) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2007 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Shipman Wealth Management’s phone number and website?
The FCA register lists the phone number 0808 175 4433 and the website amberriver.com/sw for Shipman Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Shipman Wealth Management a scam or clone?
Shipman Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Shipman Wealth Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Shipman Wealth Management?
Shipman Wealth Management is owned by Shipman Group Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 1 April 2021. Before that, it was controlled by Mr Timothy Ames, Mrs Emma Marie Woolfrey and Mr Neil James Gore.
Who runs Shipman Wealth Management?
Companies House lists 2 directors of Shipman Wealth Management: Peter Robert Ellis and Amanda Hilary Browning.
How long has Shipman Wealth Management been in business?
The company was formed on 20 July 1993, and has held its current FCA authorisation since January 2007.
What do Shipman Wealth Management’s latest accounts show?
Its latest accounts, to 30 May 2020, show profit before tax of £1.03m (no earlier figure to compare) and net assets of £143k (no earlier figure to compare).
Does Shipman Wealth Management use any other names?
It trades as Amber River Shipman Wealth and Cathedral Financial Management. It has previously used 2 other names: CATHEDRAL FINANCIAL MANAGEMENT LIMITED and Cathedral Financial Management Ltd.

Sources and links

The full report on Shipman Wealth Management Ltd

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