HomeFinancial Planners › Jacob Rudman

Based at

Shipman Wealth Management

Position

Senior Consultant

Serving clients in

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

Jacob Rudman

Senior Consultant

Jacob has over 20 years' experience working in the financial services industry. He is a Chartered Financial Planner and a member of the Chartered Insurance Institute.

After university, Jacob worked at a national bank and decided to become a financial adviser. From then he started taking professional qualifications to fulfill this goal, and has worked as a financial adviser since the age of 25. Over the years, he has provided advice covering most aspects of financial planning to a broad range of clients, including individuals, business owners and trustees. He specialises in providing retirement, inheritance and investment solutions.

Expertise in

Talk to Jacob, call Amber River today

Talk to Jacob, call Amber River today

0800 915 0000

Articles related to Jacob and his team

Find out more about Jacob and our Shipman Wealth Management 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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