Chartered Financial Planners

Award Winning Service 

We are an award-winning team. We come highly recommended – by our clients and those who work with us – for our personal and comprehensive service.


Since 1982, we have been providing Financial Planning for individuals and business owners who value the impartial expertise, dependability and clarity we provide.

Our initial consultation comes at no cost to you, but the insights will be valuable, whatever you decide.

BKD Wealth Management are a Wholly owned subsidiary of Shipman Financial Planning, who are Authorised and Regulated by the Financial Conduct Authority  Reg. No. 06984287 (England & Wales) Registered Office: First Floor, Blackdown House, Blackbrook Business Park, Taunton, TA1 2PX