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Amber River True Bearing

With offices in Chorley, Altrincham and Stoke
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HomeOfficesAmber River True Bearing › Chorley office

Our Chorley-based team of Chartered Financial Planners provides advice to clients throughout the North West.

Established in 2003, True Bearing (as they were then known) 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. They rebranded to Amber River True Bearing in October 2023.

Today, George and the team work 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.

George Critchley

Executive Chairman

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Susan Peary
Susan Peary

Chief Executive Officer

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Mark O’Neill

Director, Chartered Financial Planner

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Mike Clarke

Director, Chartered Financial Planner

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Helen Lupton
Helen Lupton

Compliance Director

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Kristan Oakley

Associate Director, Chartered Financial Planner

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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.

Our next Investment Seminar

Thu, 19 Sep 2024 16:00 - 18:00 BST

Lancaster House Hotel, Green Lane, Lancaster, LA1 4GJ

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We'd love more clients like you

There’s no better feeling than when you recommend our services to others.

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For businesses

We provide employee training and education, and work with legal and tax professionals.

Pre-Retirement Workshops for EmployeesFinancial Education for EmployeesProfessional partnerships
Giving back

Learn more about our work in the community.

Our fundraisingThe Amber River Foundation

News and views

Speak to one of our team, to arrange an appointment or find out more
Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE
You can have total trust in our team

We have worked hard over the years to achieve the gold standard in financial services: Chartered status. We are also members of ThreeSixty, who provide additional compliance and business support to our in-house compliance team.

What our clients say
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.

Let's talk.Anytime, anywhere.

Book an introductory call with one of our planners to chat through what’s important to you