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James Thomas

Based at

Shipman Wealth Management


Director & Chartered Financial Planner

Serving clients in

Bath, Bristol, Somerset, Wiltshire, Cotswolds

James Thomas

Director & Chartered Financial Planner

Having operated as a Financial Planner in both personal finance and corporate sectors, James advises clients on broad range of Financial Planning matters.

James holds Chartered Financial Planner status and obtained a Masters Degree (MBA) in 2004. His knowledge and experience allows him to assist clients in what can be a complex, challenging and forever changing environment. In recent years he has specialised in retirement planning and family wealth management.

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Talk to James, call Amber River today

Talk to James, call Amber River today

0800 915 0000

Articles related to James and his team

Find out more about James 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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