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Based at
Position
Serving clients in
Worcestershire, Herefordshire, Gloucestershire
Jason Haines
Chartered Financial Planner
Jason is a holistic planner covering all major aspects of financial planning with Retirement Income, Investment and Tax Mitigation making up a significant part of his day.
He loves to travel - seeing new places, experiencing different cultures, tasting different foods. His travel bucket list is endless! More day to day, Jason enjoys spending time with my family and friends, history, reading, theatre and watching Gloucester Rugby. He is also a member of the local Archery club.
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Find out more about Jason 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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