Home › Financial Planners › Jacob Rudman
Based at
Position
Serving clients in
Swindon, Chippenham, Cirencester, Marlborough, Cotswolds, Wiltshire, Bristol
Jacob Rudman
Chartered Financial Planner
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
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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
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
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