Financial advisers in Marlborough

Our IFAs serving Marlborough can provide a range of financial advice including investments, pension advice and tax planning.

The River Kennet, Marlborough by Abby Wilson

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

Marlborough’s High Street is one of the widest in the UK. It’s lined with characterful old buildings, including The Merchant’s House – a fine example of a 17th century middle-class home showcasing the wealth enjoyed by Marlborough residents past and present. The nearby Savernake Forest and Avebury World Heritage Site attract walkers and cyclists all year round.

Amber River has a highly-qualified team of independent financial advisers serving Marlborough and the surrounding area. 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 Marlborough Financial Advisers

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

Joanne Dale
Joanne Dale

Chartered Financial Planner

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Fiona Milmer
Fiona Milmer

Mortgage Consultant

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Lee Cleaves
Lee Cleaves

Chartered Financial Planner

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Simon Ewings
Simon Ewings

Regional Director

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James Thomas
James Thomas

Regional Director

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Amy Hale

Financial Planner

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Doug Bonnar
Doug Bonnar

Independent Financial Planner

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David Etches
David Etches

Independent Financial Planner

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Jacob Rudman
Jacob Rudman

Chartered Financial Planner

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Thomas Shoebridge
Thomas Shoebridge

Financial Planner

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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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