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Based at
Position
Serving clients in
South West England, South Wales, Gloucestershire and the Cotswolds
Amy Hale
Financial Adviser
Amy says that the most enjoyable part of her role is seeing not just the financial benefits that advice gives her clients, but the emotional benefits too - such as empowering them to feel more in control of their money and confident about theirs and their family’s future. She values building strong, long-term relationships with clients, as understanding each client’s unique financial situation is the foundation to securing that future.
Outside of work, Amy enjoys dance and attends various dance classes including Latin, Ballroom and Tap Dancing. She also enjoys time in the great outdoors walking her two spaniels, taking part in water and winter sports, and travelling the world with her self-converted campervan.
Expertise in
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Find out more about Amy 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.