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 1996.
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.
Helen Jones
Helen leads the commercial department at RK Shipman. She has an engineering background and extensive, practical financial experience. This means she is ideally placed to understand the risks that companies face.
Helen has worked for General Accident and Norwich Union. She understands intimately the service requirements of the insurance market and is able to ensure that RK Shipman accesses the most competitive terms.
Helen is a keen gardener.
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.
Catherine Evans
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.
