SHIPMAN WEALTH MANAGEMENT LTD
Company number 02837635 · Monitor this company
Free AI analysis
Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.
Shareholders' funds
£456,085
Balance sheet as at 2020-05-30
What it does
the provision of independent financial advice, advisory and discretionary portfolio management, and financial planning to private clients, trustees, charities and small to medium sized corporate clients.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 1993-07-20
- Employees
- 27 (2020 accounts · was 30 in 2019)
- Registered office
- Ground Floor, Eagle House 1 Babbage Way, Exeter Science Park, Exeter, Devon, England, EX5 2FN
- Postcode
- EX5 2FN
- Capital
- 50 GBP
- Accounts category
- Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2024-12-31
- Next due by
- 2026-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-07-20
- Next due by
- 2027-08-03
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 4 current · 16 resigned
Group structure 1 subsidiary
Controlled by SHIPMAN GROUP HOLDINGS LIMITED — since 2021-04-01
-
DMA FINANCIAL PLANNING LIMITED Dissolved
From persons-with-significant-control filings on the public register.
Previous company names
| Name | Date changed |
|---|---|
| CATHEDRAL FINANCIAL MANAGEMENT LIMITED | 2023-01-31 |
| KENRILL LIMITED | 1993-10-19 |
Previous registered addresses 7
| Address | Changed on |
|---|---|
| NO 1 CATHEDRAL COURT SOUTHERNHAY EAST, EXETER, DEVON, EX1 1AF | 2018-07-09 |
| NO 1 CATHEDRAL COURT SOUTHERNHAY EAST, EXETER, DEVON, EX1 1AF | 2010-08-12 |
| SOUTHERNHAY COURT, SOUTHERNHAY GARDENS, EXETER, DEVON, EX1 1NX | 2010-08-10 |
| SOUTHERNHAY COURT, SOUTHERNHAY GARDENS, EXETER, DEVON EX1 1NY | 2006-08-01 |
| BALLIOL HOUSE, SOUTHERNHAY GARDENS, EXETER, DEVON EX1 1NP | 2005-09-13 |
| 20 CATHEDRAL YARD, EXETER, EX1 1HB | 2000-10-19 |
| 50 LINCOLN'S INN FIELDS, LONDON, WC2A 3PF | 1993-11-23 |
Among its peers
Top 25%
by shareholders' funds, of 115 similar companies in EX
2nd largest employer among its local peers (27 staff).
Among the oldest 25% of its local peers, trading since 1993.
No.14 of the largest financial intermediation not elsewhere classified companies in Exeter →
Competitors Exeter
This company ranks 14 among financial intermediation not elsewhere classified in Exeter.
The class of 1993
46%
of the 225 companies in this sector incorporated in 1993 are still active today; 53% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 2 titles
- Leasehold
- 2
- Most recent registration
- 2023-05-31
- Where
- Bath And North East Somerset (1), Devon (1)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| ST376223 | Bath And North East Somerset | Leasehold | 2023-05-31 | — |
| DN715902 | Devon | Leasehold | 2019-07-16 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.