Search the leading directory for the private wealth industry

Manage your profile

Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.

Upgrade profile options

Peter Ellis

Managing Director

Specialism: Financial Advisory & UHNW Services IFA

Company: Shipman Financial Planning

Location: Taunton, England

Citywealth rating

3.333335
Average: 3.3 (3 votes)
Fee Level:
3
Average: 3 (3 votes)
Quality of Advice
3.333335
Average: 3.3 (3 votes)
Communications Skills
3.666665
Average: 3.7 (3 votes)
Interpersonal Skills
3.333335
Average: 3.3 (3 votes)
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Peter has vast experience working with the intricacies of managing HNW individuals and the specific requirements such families hold.

10 Sep 2018

Peer review:

He has significant experience in dealing with HNW individuals and also the charity sector.

12 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

next >
< back

Peter Ellis currently has no profile.

To add a profile please upgrade now

2017 

Peter Ellis currently has no Citywealth award

Peter Ellis currently has not indicated their average client size

Peter Ellis currently has not indicated if they have a fixed fee offering

First Floor

Blackdown House

Blackbrook Business Park

Taunton

TA1 2PX

T: 01392 278491

F: 01823 299401

https://www.shipmanfp.co.uk

Peter Ellis is currently in no lists

Peer review:

Peter has vast experience working with the intricacies of managing HNW individuals and the specific requirements such families hold.

10 Sep 2018

Peer review:

He has significant experience in dealing with HNW individuals and also the charity sector.

12 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Peter Ellis currently has no reviews

Peter Ellis currently has no case studies