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.
7-day free trial · no credit card
Verified contacts
59
available on Kipplo
LinkedIn employees
71
51 to 200 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 59 verified contacts at Amber River Shipman Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
59 contacts with verified email or phone · masked until revealed.
- LC
Lee Cleaves
Chartered Financial Planner · Finance & Accounting
EmailPhone - JG
Joanne Gillespie
Client Relations · Customer/Client Service
EmailPhone - NM
Neil Miller
Financial Planner at Shipman Wealth Management · Other
EmailPhone
Showing 3 of 59 verified contacts
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
Sign up to unlock all 59 contacts at Amber River Shipman Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 59 verified contacts at Amber River Shipman Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.