Home › Financial Planners › Emma Woolfrey


Based at
Position
Serving clients in
Devon, Somerset, Dorset
Emma Woolfrey
Chartered Financial Planner
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
Articles related to Emma and her team
Financial planning ideas for new parents
Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the…
Paul Cullen: the family man who loves shaping life plans
Paul says good financial advice is about helping people make level-headed decisions to secure the future they…
What to ask when choosing an income protection policy
Are you thinking about taking out income protection cover? Before you do, read this article to avoid buying a…
How much should I save for a pension?
If you're self-employed and want to give yourself the best chance of getting the best possible mortgage, it's…
What to ask when taking out a life insurance policy
If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to…
What to ask when taking out critical illness cover
Are you thinking about taking out critical illness cover? Before you do, read this article to avoid buying a…
5 ways to make tax-efficient investments
Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…
Savings and investments for the self-employed
We explore tax efficient investments for self-employed people. Helping you make the most of your money over…
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is…

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
What our clients say
IB, Paignton
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.
Since June 2012 I have been looked after by Tom and have greatly valued and appreciated the sound financial advice and guidance he has given me - so much so, that I had no hesitation in recommending him to a friend and he now also manages her financial affairs.IB, Paignton
Professor and Mrs B, Exeter
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.
Fully informed, professional, patient, friendly and very helpful. And, of course, highly cost-effective in managing our financial affairs. That, in a nutshell, describes the services of our adviser, Paul.Professor and Mrs B, Exeter
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.