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Based at
Position
Serving clients in
Worcestershire, Herefordshire, Gloucestershire
Jason Haines
Chartered Financial Planner
Jason also holds the necessary specialist qualifications to advise on specialist retirement options, long term care planning and equity release. He specialises in pensions, investment and tax mitigation.
He is married with two children, Connor and Harriet, and lives in Ledbury. Outside of work Jason is an avid supporter of Gloucester Rugby Club, enjoys walking and is a member of the 'Worcester Dragons' dragon boat racing team.
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Find out more about Jason 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
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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