fbpx

Steve Rowntree: Helping clients answer the big questions in life

Steve Rowntree, Chartered Financial Planner, helps clients answer life’s biggest financial questions with empathy, clarity, and robust long-term planning.

Read More

James Curry

James Curry: The ultra runner IFA ranked among the UK’s best

Chartered Financial Planner James Curry helps clients shape meaningful retirements with personalised advice and expert later-life planning.

Read More

Julia Williams: Financial guidance with a personal touch

Julia combines years of expertise with empathy to guide clients through financial decisions with a warm, professional approach.

Read More

Joe Howard: helping companies build a happier workplace

Joe Howard designs tailored employee benefits packages, ensuring they meet the needs of today’s diverse workforce.

Read More

Michael Hawthorne IFA

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

Read More

Jen Lancaster

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.

Read More

Giselle Clayton

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

Read More

Joanne Dale

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.

Read More

Tara-Dixon

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

Read More

Sabrina Potter

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.

Read More

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

Read More

Mike Greely Chartered Financial Planner

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

Read More

Privacy Preference Center