Amber River

Amber River Shipman Wealth is a financial planning and wealth management firm based in Exeter, with additional offices in Bath, Bristol and Mayfair. Formerly Shipman Wealth Management, it joined the Amber River Group in January 2021 and has since expanded through acquisitions. Its Chartered Financial Planners and advisers serve clients across Southern England, including entrepreneurs, family businesses, professionals, charities, trusts and individuals seeking guidance on wealth they have inherited or accumulated.

The firm provides personal, unbiased financial advice tailored to clients’ goals and circumstances. Its services cover savings and investment planning, portfolio and wealth management, tax-efficient and ethical investing, and protection such as life assurance and income protection. Advisers also support pension planning, consolidation, drawdown and retirement decisions, as well as estate planning, inheritance tax, trusts, intergenerational planning and care fees. Business owners can seek help with succession, exit strategies, profit extraction and employee benefits. The Exeter office is located at Exeter Science Park, and clients can contact the team to arrange an appointment or introductory conversation.