Financial advisers in Bath

Our IFAs serving Bath provide a range of financial planning and advice services, including investments, pensions and tax planning.

The River Avon and Pulteney Bridge at dusk, in Bath by Steve Bateman

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Our nation-wide team includes financial planners in Bath. They are passionate about helping people, just like you, manage their money more effectively.

Standing on the banks of the Avon, the Regency spa town of Bath is well-known for its honey-coloured Georgian architecture. The Royal Crescent being a magnificent example. Bath’s thermal springs have also attracted visitors since the Romans built the first baths in 60 – 70AD and it’s the UK’s only city to be designated UNESCO World Heritage status in its entirety.

Amber River has a highly-qualified team of independent financial advisers serving Bath and the surrounding areas. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Bath Financial Advisers

Here are just some of the faces and stories behind our  financial advisers serving Bath.

Simon Ewings

Managing Director & Chartered Financial Planner

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James Thomas

Director & Chartered Financial Planner

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Thomas Shoebridge

Financial Consultant

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Lee Cleaves

Chartered Financial Planner

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Dominic Fletcher Independent Financial Adviser
Dominic Fletcher

Independent Financial Adviser

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Jacob Rudman

Senior Consultant

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Joanne Dale

Financial Consultant

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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