HomeFinancial Planners › Amy Hale

Based at

Amber River Shipman Wealth

Position

Financial Planner

Serving clients in

South West England, South Wales, Gloucestershire and the Cotswolds

Amy Hale

Financial Planner

Amy specialises in investment and retirement planning, alongside helping her clients to save tax and highlighting ways to make their money work harder for them. She's passionate about bridging the advice gap and ensuring that all of her clients receive the financial support they need - particularly in the early stages of building for their financial future.

Amy says that the most enjoyable part of her role is seeing not just the financial benefits that advice gives her clients, but the emotional benefits too - such as empowering them to feel more in control of their money and confident about theirs and their family’s future. She values building strong, long-term relationships with clients, as understanding each client’s unique financial situation is the foundation to securing that future.

Outside of work, Amy enjoys dance and attends various dance classes including Latin, Ballroom and Tap Dancing. She also enjoys time in the great outdoors walking her two spaniels, taking part in water and winter sports, and travelling the world with her self-converted campervan.

Expertise in

Talk to Amy, call Amber River today

Talk to Amy, call Amber River today

0808 175 4433

Articles related to Amy and her team

Find out more about Amy and our Amber River Shipman Wealth team

Amber River Shipman Wealth is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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