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Based at
Position
Serving clients in
Bath, Bristol, Somerset, Wiltshire, Cotswolds
James Thomas
Regional Director
James tends to work with families assisting with planning across the generations, so he has developed a good knowledge of Inheritance Tax Planning and Trusts. He also works closely with many business owners and directors so has a good knowledge and understanding of how a strong financial plan can both help them develop and achieve their exit strategy, while protecting their co workers and family in the interim.
Away from the office, James is a sports fan, and will watch or partake in any sport given half the chance! He is a Bath Rugby season ticket holder. Allegiance to Bath Rugby has been enforced upon his son and daughter from a young age. He also enjoys open water swimming, cycling, the occasional round of golf and walking with his wife and cocker spaniel.
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Find out more about James 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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