Amber River

Amber River Shipman Wealth is a financial planning and wealth management firm based in Exeter, with offices in Bath, Bristol and Mayfair. Formerly Shipman Wealth Management, it joined the Amber River Group in 2021. Its team includes Chartered Financial Planners and advisers who work with clients across Southern England, including business owners, professionals, charities, trusts and individuals managing inherited or accumulated wealth. The firm aims to provide personal, unbiased advice that helps clients make informed decisions and pursue their financial objectives.

Its services cover savings and investment planning, portfolio management, wealth management, tax-efficient and ethical investing, and protection for individuals and families. The team also advises on pensions, consolidation, retirement planning and drawdown, as well as estate planning, inheritance tax, trusts, gifting and care fees. For business owners and employers, it offers succession and exit planning, shareholder protection, employee benefits and workplace pension advice. Amber River Shipman Wealth’s Exeter office is at Exeter Science Park. Clients can contact the team to arrange an appointment or introductory conversation.