Amber River Shipman Wealth
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Our team at Amber River Shipman Wealth includes Chartered Financial Planners who look after clients across Southern England.
Amber River Shipman Wealth is a leading wealth management firm based in Exeter and with offices in Bath and Ealing. Formerly Shipman Wealth Management, they joined the Amber River Group in January 2021, expanding through a number of acquisitions including Cathedral Financial Management in April 2021 and Monahans Wealth Management in January 2022.
The Amber River Shipman Wealth team’s expertise lies in advising clients who want a personal and unbiased financial planning process, enabling their objectives to come to life. Clients include successful entrepreneurs, family businesses, partners in large legal firms, senior medical consultants, high profile charities and family trusts. They also advise on an individual basis for clients who may have inherited wealth or have built up wealth over time and are looking for advice on income and capital preservation.
Meet the Amber River Shipman Wealth team
Here are just some of the faces and stories behind our Amber River Shipman Wealth team.
Our services
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.
News and views
Tara Dixon: Financial advice is a family affair
For Tara, helping people make the most of their financial plans, and look after their financial future, is in…
Joanne Dale: Taking clients on a journey of discovery
Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients…
Savings and investments for the self-employed
We explore tax efficient investments for self-employed people. Helping you make the most of your money over…
How to manage your investment risk
Find out how to manage your investment risk by investing in different kinds of assets to neutralise the…
How much should I save for a pension?
If you\'re self-employed and want to give yourself the best chance of getting the best possible mortgage,…
What to ask when taking out a life insurance policy
If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to…
What to ask when choosing an income protection policy
Are you thinking about taking out income protection cover? Before you do, read this article to avoid buying a…
5 ways to make tax-efficient investments
Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is…
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Amber River Shipman Wealth and its group companies have achieved a number of awards and accolades over the years.
Small, but important print
We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here
Amber River Shipman Wealth is a trading name of Shipman Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 456896 http://www.fca.org.uk/register.
Registered Address: Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, Devon, England, EX5 2FN. Registered in England & Wales, No. 02837635.
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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