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Based at
Position
Serving clients in
South West
Sam Tisbury
Financial Planner
Sam's specialist areas are retirement and pension planning, and Inheritance Tax (IHT) and estate planning. This may encompass forecasting a client’s journey using cashflow modelling, which provides an indication of whether their objectives can be achieved, and if not, what we can do to help get them there. Sam also has a deep interest in the world of investments.
In his spare time, Sam likes to keep active, whether that’s running (mostly), or out exploring the British countryside. He aims to complete the six major marathons over the next few years, which also gives him the perfect opportunity to travel and explore new places.
Expertise in
Talk to Sam, call Amber River today
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Find out more about Sam and our Shipman Wealth Management team
Shipman Wealth Management is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021
What our clients say
IB, Paignton
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.IB, Paignton
Professor and Mrs B, Exeter
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.Professor and Mrs B, Exeter
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.