The Team
Peter Ellis
Executive Chair
Peter's early career was with three leading pension companies before joining Shipmans in 1998. He became a Director in 2004 and was appointed Managing Director in 2005.
"My client work is predominately providing advice to wealthy families, charities and entrepreneurs, who typically require ongoing succession planning, investment management and a comprehensive understanding of the tax system we work in and the allowances available. The majority of my work is in conjunction with the client's accountant and legal advisers".
Peter is a Certified Financial Planner and has particular expertise in advising Family Business Enterprises. He is co-Founder and Director of Shipman Investment Managers, a Guernsey based asset management company; and a Fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce (RSA). When time allows, Peter enjoys travelling with his family, playing tennis and cycling.
Mike Williams
Chief Financial Officer
Mike has over 17 years of experience in Financial Services, having joined Amber River in January 2020 to help develop the Amber River strategy and support the acquired Hub businesses in their growth and acquisition plans. In October 2021, Mike moved full time to the Shipman Group as Chief Financial Officer. Prior to Amber River, Mike worked at the large advice network Openwork, holding roles including Chief Financial Officer, Group Risk Director and Commercial Director. During this period, Openwork grew from 1,800 advisers to over 4,000 and separated from Zurich to become an independent business.
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Mike also helped to launch the Omnis Investment Management business which managed over £7bn of client’s money. He was also a Board Director of National IFA business 2plan which had c.250 advisers. Mike has also held roles at AXA Life and PwC and is a Fellow of the Institute of Chartered Accountants.
Jason Haines
Chartered Financial Planner
Jason Haines has over 19 years experience in Financial Services and has completed the Advanced Diploma in Financial Planning. A combination of his qualifications and industry experience has resulted in him being awarded Chartered Financial Planner status.
Jason also holds the necessary specialist qualifications to advise on Occupational Pension Transfers, Specialist Retirement Options, Long Term Care Planning and Equity Release.
Jason specialises in Pensions, Investment and Tax Mitigation. He has two children, Connor & Harriet and lives in Malvern. Outside of work Jason is an avid supporter of Gloucester Rugby Club and enjoys walking and is a member of the 'Worcester Dragons' dragon boat racing team.
Greg Lamb
Paraplanner
Greg has over 20 years’ experience in the Financial Services industry working within many different roles. He has worked within small IFA companies along with larger national company. He is currently working towards being Diploma qualified, which he hopes to achieve in the next 12 months. Outside of work he enjoys spending time with his two children and enjoying the Cornish beaches and countryside. He enjoys sports, being a big football fan and a regular runner.
Jemima Fitzsimmons
Head of Client Services
Jemima began working within Financial Services in late 2011 as an administrator before taking on the role of Office Manager and Paraplanner within the Cathedral Financial Management Plymouth office. In 2019 Jemima took on the additional role of Head of Paraplanning covering the Exeter and Plymouth offices. After Shipman acquired Cathedral in 2021 Jemima was appointed Head of Client Services within the Shipman Group and now oversees the client support staff. Jemima has achieved Chartered Financial Planner status and became a Fellow of The Personal Finance Society in early 2021.
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