Financial advisers in Plymouth

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

Royal Albert Bridge designed by Isambard Kingdom Brunel as seen from Saltash Passage Plymouth by Ian Wool

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

Plymouth is a historic port city located on the southwest coast of Devon. It was here in 1620 that the Mayflower set sail for the New World, its passengers would become known as the Pilgrims. Almost 150 years later, Captain Cook began his first voyage of discovery on board the Endeavour. Its naval legacy continued with American troops stationed in Plymouth as part of the WWII Allied campaign.

Amber River has a highly-qualified team of independent financial advisers serving Plymouth 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 Plymouth Financial Advisers

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

Tom Glanville
Tom Glanville

Chartered Financial Planner

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Bradley Goodman

Financial Planner

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Terry Key Chartered Financial Planner
Terry Key

Chartered Financial Planner

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Sam Tisbury Chartered Financial Planner
Sam Tisbury

Chartered Financial Planner

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Neil Gore
Neil Gore

Regional Director

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David Groves

Financial Planner

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Mark Brookman
Mark Brookman

Chartered Financial Planner

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Catharine Bennett Financial Planner
Catharine Bennett

Financial Planner

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Harry Bailey
Harry Bailey

Chartered Financial Planner

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Andy Shears financial adviser
Andrew Shears

Financial Planner

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Stuart Duke
Stuart Duke

Independent 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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