Financial advisers in Exeter

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

Exeter ship canal which winds alongside the River Exe in Exeter, Devon by Lee Rogers

Our Exeter Office

Amber River Shipman Wealth

Our team at Shipman Wealth Management includes Chartered Financial Planners who look after clients across Southern England.

Meet the team

Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, EX5 2FN

Get in touch
Call and speak to one of our team, to arrange an appointment or find out more

HomeLocations › Financial advisers in Exeter

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

Exeter is a city on the River Exe that dates back to Roman times. The city walls surround the historic centre and the Gothic Cathedral. Exeter University traces its origins back to 1851 and has two campuses in the city. Famous former residents include JK Rowling and Tommy Cooper.

Amber River has a highly-qualified team of independent financial advisers serving Exeter 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®

Speak to one of our team, to arrange an appointment or find out more
Shipman Wealth Management Ltd, Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, EX5 2FN

Our Exeter Financial Advisers

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

Lee Cleaves
Lee Cleaves

Chartered Financial Planner

Read More

David Groves

Financial Planner

Read More

Mark Brookman
Mark Brookman

Chartered Financial Planner

Read More

Tom Glanville
Tom Glanville

Chartered Financial Planner

Read More

Catharine Bennett Financial Planner
Catharine Bennett

Financial Planner

Read More

Sam Tisbury Chartered Financial Planner
Sam Tisbury

Chartered Financial Planner

Read More

Neil Gore
Neil Gore

Regional Director

Read More

Terry Key Chartered Financial Planner
Terry Key

Chartered Financial Planner

Read More

Stuart Duke
Stuart Duke

Independent Financial Planner

Read More

Bradley Goodman

Financial Planner

Read More

Harry Bailey
Harry Bailey

Chartered Financial Planner

Read More

Andy Shears financial adviser
Andrew Shears

Financial Planner

Read More

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). Read more here

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

For help if things go wrong click here

Let's talk.Anytime, anywhere.

Book an introductory call with one of our planners to chat through what’s important to you

Contact