Shipman Financial Planning Ltd.
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Shipman Financial Planning Ltd. - overview
Established
1935
Location
Exeter, Devon, UK
Primary Industry
Financial Services
About
Based in Exeter, UK, and founded in 1935, Shipman Financial Planning Ltd. operates as a financial services company offering wealth management to entrepreneurs, family businesses, partners in large legal firms, senior medical consultants, high-profile charities, and family trusts. In January 2021, the firm was acquired by Amber River Group Limited, a portfolio company of Maven Capital Partners, Murray Capital, Penta Capital, and Souter Investments. The firm as of December 2022 is led by its CEO, Peter Ellis.
The company offers financial planning services including financial goal setting, cash flow, retirement, education, and tax planning, income and expenditure analysis, etc, and investment management services. The company also provides philanthropic giving, family business advisory services, and professional guidance to trustees of charities.
Current Investors
Maven Capital Partners, Penta Capital, Souter Investments
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking
Website
www.shipmanfp.co.uk
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Shipman Financial Planning Ltd. - timeline of key events
Shipman Financial Planning Ltd. - financials
| Fiscal Year Ended | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 |
|---|---|---|---|---|---|
| Revenue (USD) | 1,450,695 | 1,767,374 | - | - | - |
| % Revenue Growth (YoY) | - | 21.8% | - | - | - |
| EBITDA (USD) | 127,776 | 9,317 | - | - | - |
| Operating Income (USD) | 119,041 | 161 | - | - | - |
| Operating Margin | 8.2% | 0.0% | - | - | - |
| % EBITDA Margin | 8.8% | 0.5% | - | - | - |
| NET Income (USD) | 202,453 | (188,103) | - | - | - |
| % Net Margin | 14.0% | (10.6%) | - | - | - |
Shipman Financial Planning Ltd. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Shipman Monahans Wealth Management | - | ||||||||
| Add-on | Completed | Shipman Financial Planning Ltd. | - |
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Shipman Financial Planning Ltd. - employee data
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