Strong relationships, bespoke solutions and strategic direction

Your perspective is our reality, at Amber Financial Planning, our mission is to help you live the life you want, by assisting you in making smart financial choices through uncompromising integrity, trust, and personalised service. We inspire, motivate and teach people how to gain better control and understanding of their finances and transform their relationship with money.

 

We take time to understand what you want out of life and what is important to you and your family. Nothing matters more to us than helping you enjoy a better future, safe in the knowledge that your finances are sorted. Our ethos is long term forward planning, rather than a quick fix and we focus solely on personal lifestyle goals, rather than being product driven. We help you maximise the value of your investments, plan your future and protect what is most important.

 

Our source of our success is the commitment to building strong relationships, providing transparency, strategic direction and delivering a highly professional and bespoke solutions. We put your life goals at the heart of everything we do.

     

But don't just take our word for it, see what our customers say about us »

Meet The Team

John Fissenden

Manager Director

When I formed Amber in 1998 my main aim was to treat my clients, as I would my family - by really listening to both their worries and their dreams, before helping them plan their way forward with financial planning that was tailored just for them.  No product push or false promises, just smart efficient advice and planning that would help them realise their goals and give them peace of mind. Nothing since then has changed - it is the DNA of everything we do.

Me in a quote: 'Love the life you live, live the life you love!'

Most people would describe me a family man, who enjoys spending time at home with my three lovely ladies, wife Paula, daughter Amber, who the company is named after and four-legged Beau. When not in the office or at home, you are guaranteed to find me out socialising with friends, on the golf course, shooting, travelling, at sporting or charity events. Set me a crazy challenge for a good cause and I will not only get involved, raise money, but persevere and do the best I possibly can.

David Rees

Financial Planner

About me

Me in a quote: 'Be Focused. Be determined. Be dedicated. Be motivated. Be strong. Play the game.'

I started my career in financial services in 2005 after graduating from the University of Nottingham in Economics and Geography, following successful roles in Leeds and London, which led me to Amber Wealth. I advise in areas of wealth management, pensions, divorces, trusts and inheritance taxes and hold Chartered and Fellowship status of the CII – the highest accolades in our industry. For me, it is all about clients and understanding their needs, helping them to live the life they want.

Outside of work, I try to spend as much time as I can with my lovely wife Juliet and our young daughters Olivia and Megan. If I have any free time, I am a sports addict, having previously played rugby and cricket until injury forced me to retire, I have turned my hand to golf, but retain my love for rugby by coaching at Bicester RUFC

Peter Wickson

Financial Planner

About me

Me in a quote: ''Life is an adventure.'

With over 30 years of experience in financial services, I have spent the last 10 years working with Amber, because I am really passionate about the interaction between financial planning and quality of life and how proper financial planning can improve people's lives.

Our children are grown up, my wife and I love travelling, the outdoors, live music and good food. When not in the office, out cycling, walking or on an adventure I enjoy a good game of squash, cooking a fabulous meal or learning to speak Italian.

Jamie Taylor

Senior Financial Planner

About me

Me in a quote: ''I bet we can find a better way to do this'

 

I began working in financial services in 1999, over the years I have gained a wealth of experience in various roles from working as a consultant for three of the country's leading bespoke pension providers, which included training and developing financial advisers in England and Wales, to roles as a financial planner, company director and professional trustee. Supporting and guiding customers, stakeholders and team members is my key passion and I genuinely believe that good quality advice changes lives. It is important to me to constantly broaden my horizon, expand my knowledge and discover new things, which is why I am currently working towards my Chartered Financial Planner qualification.

Away from the office, I enjoy travelling and spending weekends out walking with my lovely partner Rebecca and our dogs, although they have a terrible habit of dragging me into pubs that offer real ale and good food! Music is where I am at my most creative, it is where the only limit is imagination. I love playing my guitar and gigging with the band at venues and festivals across the country.

Jane Cherry

Office Manager

About me

Me in a quote: 'Be the best version of you.'

I joined Amber in 2006 as a mortgage adviser and I am now responsible for the smooth running of our office. It is delicate balancing act, keeping everyone happy and making tough decisions to keep the office functioning. What I love most about my job, is to develop strong long-term relationships with clients, acting as liaison between clients and other team members.

I supervise the workflow and support fellow team members, promoting best practice within the business. Prior to joining Amber, I worked for a High Street Bank for over 20 years in various roles, including Mortgage Advice and Branch Management.

Married with two children, I enjoy spending time with the people I care about; traveling, eating out, cinema, theatre and entertaining at home.

Robert Rees

Junior Paraplanner

About me

Me in a quote: 'Life is a journey not a destination.'

 

I joined Amber in 2018 as a junior paraplanner and I am working towards a role as a financial planner/ paraplanner. I enjoy the technical challenges of financial planning and how financial products can be used to improve peoples' lives.

 

Studying Business, History and Politics at A Level has given me a good base to take into financial planning. When not in the office I enjoy a broad range of sports, but I also love cooking.

Wendy McMillan

Accountant

About me

Me in a quote: 'The world is a book, only those who travel read more than one page.'

I joined Amber in 2016 as a financial accountant and thoroughly enjoy interacting with clients, efficiently managing their tax affairs, helping them to conceive goals, plan how to achieve them and then take the necessary steps.

Married to my charming husband, we enjoy travelling. You really only get to know a place, if you see it through the eyes of the people who live there. I relax doing needlepoint or reading a good book or three.

Contact us today

Our team of highly committed professional advisers and accountants are passionate about helping you achieve your financial goals. See how we can help.

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