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Based at

Amber River Shipman Wealth

Position

Chartered Financial Planner

Serving clients in

South Wales, West Wales

Jessica Bargery

Chartered Financial Planner

Jessica began her career in financial advice in June 2017 after graduating Cardiff University with a law degree. She became a qualified adviser attaining the level 4 diploma (CII) in July 2020. After continuing her studies, she became a Chartered Financial Planner in March 2025, and subsequently a Fellow of the Personal Financial Society in April 2026.

Jessica loves working with both new and existing clients in all aspects of financial planning, helping them to identify and achieve their financial goals.

In her spare time she enjoys the chaos of life with her husband, son and a crazy border collie, whilst working through their never ending list of home renovation jobs.

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Find out more about Jessica 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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