Home › Financial Planners › Joanne Dale
Based at
Position
Serving clients in
Swindon, Chippenham, Cirencester, Marlborough, Cotswolds, Wiltshire
Joanne Dale
Chartered Financial Planner
She specialises in intergenerational wealth planning, tax planning and pension planning.
Outside of work Joanne enjoys netball, running and countryside walks with her family.
Expertise in
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Articles related to Joanne and her team
Joanne Dale: Taking clients on a journey of discovery
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On 24 May, Ryan, Elise and Jasmin attended Exeter based cancer support charity FORCE’s Support and…
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Find out more about Joanne and our Shipman Wealth Management 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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