HomeFinancial Planners › Jacob Rudman

Jacob Rudman

Based at

Amber River Shipman Wealth

Position

Chartered Financial Planner

Serving clients in

Swindon, Chippenham, Cirencester, Marlborough, Cotswolds, Wiltshire, Bristol

Jacob Rudman

Chartered Financial Planner

Jacob enjoys getting to know his clients and helping them understand their options with regards their financial planning. Then helping them put the plan into place.

He specialises in investment, retirement, and Inheritance Tax planning. In addition, he helps clients with their personal and business protection needs.

Outside of work, Jacob is a keen swimmer. He has completed the Dart 10k four times and swum the channel as part of a relay in 2008. Jacob also enjoys spending time with his family, watching his children play various sports and walking the dog.

Expertise in

Talk to Jacob, call Amber River today

Talk to Jacob, call Amber River today

0808 175 4433

Articles related to Jacob and his team

Find out more about Jacob 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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