Amber River Shipman Wealth

Amber River Shipman Wealth is a leading wealth management firm based in Exeter and with offices in Bristol, Bath and Ealing.

We provide holistic financial planning to both individuals and companies. Our expertise lies in advising clients who want a personal and unbiased financial planning service, enabling their objectives to come to life.

We want you to share with us your aspirations for the future, what is important to you, and we will take the time to understand where you are now and where you would like to be. This enables us to create a personal plan that reflects your values and works towards you achieving financial freedom.

Furthermore, we understand that your circumstances and aspirations will inevitably change over time, whether it be due to personal or economic events. Therefore, our ongoing services are designed to ensure your plan evolves and remains suitable as you move through life.

We are a Chartered Financial Planning Practice, this means we have met the standards of excellence in qualifications, ethics, business practices and professional development by the Chartered Insurance Institute (CII).

You will learn more about us at amberriver.com/sw or you can call us on 0808 175 4433.