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Based at

Amber River Shipman Wealth

Position

Financial Planner

Serving clients in

South West, England

Jonathan Abbott

Financial Planner

Jon is passionate about helping individuals and families achieve the lifestyle they aspire to. He works closely with clients to understand what matters most, building personalised financial plans that provide clarity, confidence and peace of mind. His expertise spans all aspects of financial planning, with a strong focus on understanding the "why" behind each goal.

He particularly enjoys supporting business owners navigate the challenges and opportunities that come with entrepreneurship. Outside of work, Jon enjoys sport and spending time outdoors, particularly in the mountains. He is a firm believer that exploring new places, cultures and experiences broadens perspective and enriches life.

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Talk to Jonathan, call Amber River today

Talk to Jonathan, call Amber River today

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Articles related to Jonathan and his team

Find out more about Jonathan 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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