Amber River Shipman Wealth
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
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Our team at Amber River Shipman Wealth includes Chartered Financial Planners who look after clients across Southern England.
Part of Amber River Shipman Wealth, BKD Wealth Management is based in Ealing. They joined the Amber River Group in 2021, 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.
Retirement planning
When work stops, life continues. With careful planning, we can make sure you enjoy a fulfilling retirement
Business owners
Whatever stage your business is at, we'll help provide a future-proof financial framework
News and views
Financial planning ideas for new parents
Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the…
How to manage your investment risk
Find out how to manage your investment risk by investing in different kinds of assets to neutralise the…
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…
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, it's…
9 ways to reduce the inheritance tax bill for your family
There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help…
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…
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…
Call: 0808 175 4433
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
BKD Wealth Management are a Wholly owned subsidiary of Shipman Financial Planning, which is Authorised and Regulated by the Financial Conduct Authority. Reg. No. 06984287 (England & Wales) 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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