Your local financial advice partner
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Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire PR7 6TE
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Home › Offices › Amber River True Bearing › Your local financial advice partner
Partner with us, for greater client outcomes
As a company working with business owners and private clients, you’ll often find yourself with a client whose requirements also fall within the realm of financial planning and advice. This is particularly relevant when it comes to advice areas like tax planning, Business Relief for Inheritance Tax and pension planning, as well as significant life events such as early retirement and divorce.
We work alongside accountants, solicitors and other businesses across the North West of the UK and the wider area, working together, to deliver an integrated service to their clients. We understand the types of financial planning needs your clients are likely to have. Whether it’s straightforward financial guidance or navigating complex financial landscapes, our collaborative approach ensures your clients will receive the expertise and support they need.
- Business Protection (including Shareholder and Keyperson Protection)
- Inheritance Tax Planning
- Business Relief
- Exit Strategies
- Pension Planning
- Cash Flow Planning
- Investment Advice
If you’re looking for a trusted financial planning partner that adds value to your client service, we’d love to hear from you.
Talk to us
We have vast experience in working alongside professional partners to advise high net worth private clients and business owners. Contact us now to find out how we can assist.
Maria Dabipi
Business Development Manager
Call: 01257 833 400
Maria oversees our Business Development function, strengthening our links with local professional connections and facilitating our programme of Pre-Retirement Workshops.
Jayne Raven
Marketing Manager
Call: 01257 833 400
Jayne is responsible for developing long-term relationships with our professional connections through marketing, networking, membership in the North, Western, and East Lancashire Chambers of Commerce, and charity partnerships.
Small, but important print
Amber River True Bearing is a trading name of True Bearing Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 486512. http://www.fca.org.uk/register
We adhere to the FCA’s principles of Treating Customers Fairly (TCF) Read more.
Registered in England. Registered Number 4806442. Registered Office: Assurance House Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
You can read the 2022 Remuneration Code Disclosure for our firm here.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us. You’ll find our Client Privacy Notice here.
For help if things go wrong, visit our complaints page.
Book an introductory call with one of our planners to chat through what’s important to you