HomeFinancial Planners › Tara Dixon

Tara Dixon

Based at

Amber River Shipman Wealth

Position

Financial Planner

Serving clients in

Surrey, London, Sussex, Kent

Tara Dixon

Financial Planner

Tara sees it as a great privilege to be able to understand what and who matters most to her clients and what their aspirations are. From there she can formulate a plan to ensure they are on track to living a life well lived. There's so much information available relating to investments, taxation and other planning areas that people are often left feeling confused about what is best to do, she takes pleasure in being able to provide tailored, unbiased and easy to understand advice to her clients.

Tara offers general holistic financial planning to a range of clients, however the majority of her clients are business owners.

She has a fast-paced work life, so in her time off Tara likes to unwind and can often be found running with her cocker spaniel Ernie. Saying that, she lives in London so does enjoy trying new restaurants and catching up with friends.

Expertise in

Talk to Tara, call Amber River today

Talk to Tara, call Amber River today

0808 175 4433

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Find out more about Tara 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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