HomeFinancial Planners › Emma Woolfrey

Emma Woolfrey Chartered Financial Planner

Based at

Shipman Financial Planning


Chartered Financial Planner

Serving clients in

Devon, Somerset, Dorset

Emma Woolfrey

Chartered Financial Planner

Emma has over 35 years' experience within the financial services profession. Emma specialises in assisting clients with Long Term Care, Inheritance Tax Planning and Trustee Investments. She is a Chartered Financial Planner and an Associate of the Chartered Institute for Securities and Investment. Emma is also a Fellow of the Personal Finance Society.

Emma works closely with many solicitors throughout the South West, assisting their clients with their financial planning needs.

Expertise in

Talk to Emma, call Amber River today

Talk to Emma, call Amber River today

0800 915 0000

Articles related to Emma and her team

Find out more about Emma and the Shipman Financial Planning team...

Shipman Wealth Management 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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