fbpx

Home › Financial Planners › Andy Burton

Based at

Amber River Shipman Wealth

Position

Financial Planner

Serving clients in

South West

Andy Burton

Financial Planner

Andy enjoys helping clients identify what truly matters to them and then creating tailored plans to achieve their financial goals. He seeks to make complex topics approachable and visual by using cashflow forecasting tools to bring them to life.

Andy’s approach is holistic financial planning, covering retirement, investments, protection, trusts, inheritance tax, pension sharing and intergenerational advice. He takes pride in building long-term relationships and ensuring clients feel confident about their financial future.

He also has a personal interest / specialism in ethical and sustainable investing.

Outside of work, Andy enjoys motorcycling, archery, walking, and watching American football.

Expertise in

Talk to Andy, call Amber River today

Get in touch

Talk to Andy, call Amber River today

Get in touch

Articles related to Andy and his team

Find out more about Andy 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

Read More

What our clients say

Speak to us

To request an appointment call

0808 175 4433

Or arrange a callback

Privacy Preference Center

Privacy Preferences

When you visit any website, it may store or retrieve information through your browser, usually in the form of cookies. Since we respect your right to privacy, you can choose not to permit data collection from certain types of services. However, not allowing these services may impact your experience and what we are able to offer you.

Privacy Policy

Required
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. Learn more about your rights on our Privacy Policy page.

Tracking

These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.

Analytics

We will store data in an aggregated form about visitors and their experiences on our website. We use this data to fix bugs and improve the experience for all visitors.

Performance Cookies

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.