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VerifiedFinancial Services· Founded 1935

Amber River Shipman Wealth

We provide holistic financial planning to both individuals and companies. Our expertise lies in advising clients who want a personal and unbiased financial planning service, enabling their objectives to come to life. We want you to share with us your aspirations for the future, what is important to you, and we will take the time to understand where you are now and where you would like to be. This enables us to create a personal plan that reflects your values and works towards you achieving financial freedom. Furthermore, we understand that your circumstances and aspirations will inevitably change over time, whether it be due to personal or economic events. Therefore, our ongoing services are designed to ensure your plan evolves and remains suitable as you move through life. We are a Chartered Financial Planning Practice, this means we have met the standards of excellence in qualifications, ethics, business practices and professional development by the Chartered Insurance Institute (CII). You will learn more about us at amberriver.com/sw or you can call us on 0808 175 4433.

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Employees71(51 to 200)Founded year1935Websiteamberriver.comLinkedIn profileLinkedIn

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59

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LinkedIn employees

71

51 to 200 range

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Distinct roles

30

indexed titles

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Monthly traffic

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Top roles at Amber River Shipman Wealth

30 distinct titles indexed · top 10 shown.

  • 9chartered financial planner
  • 4client support
  • 4financial planner
  • 3technical support
  • 2accounts assistant
  • 2client relations
  • 2paraplanner
  • 2senior paraplanner
  • 1--
  • 1canaccord genuity wealth management (uk, channel islands and isle of man)
  • +20more titles

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