Key People
Personal service is one of the cornerstones of the way we work at RK Shipman. Some of our key people include:
Peter Ellis
Peter is the managing director of R K Shipman and he has been responsible for our investment department since 1998.
His role includes a commitment to providing a high standard of service to our clients. He personally looks after the affairs of a number of clients and is keen to ensure the development of the people within the firm. Peter is also directly responsible for the oversight of regulation and compliance.
Peter draws on many years of experience working for large investment and insurance companies, and providing investment and retirement solutions to specialist IFA firms.
He is a Fellow of The Royal Society for the encouragement of Arts, Manufactures and Commerce - commonly known as the RSA - and takes a special interest in Educational Issues and The Development of a Capable Population.
Catherine Evans-Martin
Catherine joined in 2005 as Executive Assistant and plays a pivotal role in the business.
She works closely with Peter Ellis the Managing Director as the Office Manager. In this role she provides crucial support across a whole range of areas to facilitate the smooth running of the office.
Catherine has many years experience working as a senior level PA. Before joining RK Shipman, she worked for Jersey European Airways (now known as flybe) and Twofour (TV production).
She loves to travel to exotic places and between trips is often in the gym.
Tom Glanville
Tom is our Senior Financial Consultant and holds Chartered Financial Planner status, the highest and most prestigious level of professional achievement for people working in the industry. In the course of achieving this accreditation he achieved a national award for the Advanced Financial Planning Certificate specifically obtaining a distinction in the Taxation and Trust paper. Like all our Financial Consultants he holds the industry qualification to advise clients on Long Term Care planning.
Tom has many years experience in Financial Services industry both in Banking and Financial Planning. He has a particular specialism in Investments and Inheritance Tax planning, often working in conjunction with the clients’ other professional advisers to achieve their objectives.
Tom is married with a daughter. As Tom's wife and daughter each owns a horse, much of his time outside work is taken up with equine matters.
Chris Marsham
Described by the influential New Model Adviser magazine as a “one man masterclass”, Chris Marsham is one of the most respected figures in the world of financial planning.
He established his own FSA regulated business, C&M Financial Services, in 1993 and developed a widespread and very loyal portfolio of clients building the funds he managed to £30millon.
Chris is particularly well known for his regular Saturday financial advice column in the Western Morning News which he has relentlessly written for 52 weeks of the year since 1995. The appeal of his insightful, questioning and often humorous style has led to many readers asking for his professional advice, sometimes years after reading his work.
Having been an acquisition target for a variety of large organizations for some time, Chris decided to sell his business to R K Shipman where he perceived the values of personal client relationships and quality assurance in wealth management and financial advice more closely resemble his own working philosophy and would guarantee his own clients continuity of service.
The deal was finalised early in 2009 with Chris becoming a consultant with R K Shipman.
Paul Cockram
Paul is responsible for overseeing specialist insurance arrangements at RK Shipman.
He has been working in this field since 1988 and is rightly regarded as an industry expert at designing arrangements to meet unusual risk.
As a result RK Shipman is able to offer a range of specialist insurance products unavailable in the standard market.
