About Us
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Shipman McKnightWyvern are a firm of Independent Financial Advisers Established in 1982, originally in Malvern, now based in Worcester. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
We are a part of the Shipman Group of companies and our Chartered status is a reflection of the quality of independent financial advice we provide.
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What we do
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs. Shipman McKnightWyvern provide advice and help following a personal or business financial review which can take place at a convenient time and place.
How we do it
Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review. Following your initial review, Shipman McKnightWyvern will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
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What we charge
We are fee based advisers ensuring that our recommendations cannot be influenced by commission. The structure of remuneration will be agreed with you in advance in a clear and transparent manner.
