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Jason Haines

Based at

Amber River Shipman Wealth

Position

Chartered Financial Planner

Serving clients in

Worcestershire, Herefordshire, Gloucestershire

Jason Haines

Chartered Financial Planner

Jason loves helping people achieve their personal objectives, whatever they might be. He believes there's nothing better than someone wishing they could retire, or gift to their children to help them buy a house, and then devising a strategy that makes this happen without any detriment to long term financial security.

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.

Expertise in

Talk to Jason, call Amber River today

Talk to Jason, call Amber River today

0808 175 4433

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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

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