Amber River True Bearing
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George and the True Bearing team are still offering the same expert financial planning advice, just under a new name. Welcome to Amber River True Bearing.
Established in 2003, True Bearing became part of the Amber River group in 2020. From its head office in Chorley, Lancashire, and with further offices in Altrincham and Stoke-on-Trent, the team provides tailored financial planning services on pensions, investments, financial protection, inheritance tax planning and much more.
Amber River True Bearing works with more than 7,000 individuals and business clients throughout the North West and beyond. In 2010 it was awarded Chartered status by the Chartered Insurance Institute (CII) – an exclusive title given to only a select group of IFA firms that meet the CII’s highest standards of professionalism and capability.
The team is dedicated to providing responsive, supportive and personalised financial advice. In recognising that each client is an individual on their own journey, with their own goals, they strive to use their industry-leading knowledge of financial planning to help them turn their dreams into reality.
Meet the Amber River True Bearing team
Here are just some of the faces and stories behind our Amber River True Bearing team.
Our services
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
Retirement planning
When work stops, life continues. With careful planning, we can make sure you enjoy a fulfilling retirement
Business owners
Whatever stage your business is at, we'll help provide a future-proof financial framework
Thu, 5 Dec 2024 16:00 - 18:00 BST
Barton Manor Hotel & Spa, 746-768 Garstang Rd, Preston PR3 5AA
There’s no better feeling than when you recommend our services to others.
We provide employee training and education, and work with legal and tax professionals.
News and views
How to prepare financially for a bereavement
Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT…
Paul Mullin: From the pitch to planning
Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their…
How much money do you need to have a financial adviser?
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a…
Jen Lancaster: From city trading floors to the Ribble Valley
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and…
Giselle Clayton: Providing peace of mind and practical financial solutions
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to,…
Mark O’Neill: Painting pictures of a prosperous retirement
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for…
Five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for…
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be…
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we…
Call: 01257 833 400
Mr & Mrs E
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.Mr & Mrs E
S Hughson
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Kathryn
Mark O'Neill was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life. My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe hands
Mark O'Neill was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life. My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe handsKathryn
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 2023 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.
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