David Robertson: Embracing technology to help clients achieve their goals
Leveraging the latest technologies to fine-tune his clients’ financial plans, ensuring they’re on track to reach their goals.
How much money do you need to have a financial adviser?
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a secure financial future
Jen Lancaster: From city trading floors to the Ribble Valley
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.
Giselle Clayton: Providing peace of mind and practical financial solutions
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be
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 to digest. She says this is vital when creating a financial plan.
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 her DNA
Sabrina Bailey: It’s not all about the numbers
Sabrina's journey into the financial planning industry was a serendipitous one, shaped by her background and a deep-rooted desire to make a difference in people's lives.
Aidan Place: Finding the balance between living today and planning for tomorrow
My job is to encourage people to talk about the issues they’re facing and give them different options that help them get the most out of life
Mike Greely: piecing together the investment puzzle
For Mike Greely of Amber River’s Colchester team, understanding the factors that drive investment returns is not just part of his day job – it’s more of a lifelong passion