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Amber River Shipman Wealth

Bath office
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesAmber River Shipman Wealth › Bath office

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 Bath and with offices in Ealing and Exeter. 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 Bath 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.

Peter Ellis
Peter Ellis

Executive Chair

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Mike Williams

Chief Financial Officer

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Tom Glanville
Tom Glanville

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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Harry Bailey
Harry Bailey

Chartered Financial Planner

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Thomas Shoebridge
Thomas Shoebridge

Financial Planner

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Jason Haines
Jason Haines

Chartered Financial Planner

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Lorraine Bowen
Lorraine Bowen

Financial Planner

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Neil Gore
Neil Gore

Regional Director

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Lee Cleaves
Lee Cleaves

Chartered Financial Planner

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Mark Brookman
Mark Brookman

Chartered Financial Planner

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Tara Dixon
Tara Dixon

Chartered Financial Planner

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Jacob Rudman
Jacob Rudman

Chartered Financial Planner

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Joanne Dale
Joanne Dale

Chartered Financial Planner

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Amy Hale

Financial Planner

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Bradley Goodman

Financial Planner

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David Groves Financial Planner
David Groves

Financial Planner

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Catharine Bennett Financial Planner
Catharine Bennett

Financial Planner

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Neil Miller Chartered Financial Planner
Neil Miller

Chartered 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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Andy Shears financial adviser
Andrew Shears

Financial Planner

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Jeremy Glynne-Jones
Jeremy Glynne-Jones

Financial Planner

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Calum J Yuill
Calum Yuill

Financial Planner

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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.

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Amber River Shipman Wealth, Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, EX5 2FN
You can have total trust in our team

Amber River Shipman Wealth and its group companies have achieved a number of awards and accolades over the years.

What our clients say
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 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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