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Based at
Position
Serving clients in
Cumbria, Lancashire
Andrea Owen
Independent Financial Adviser
A natural people person, Andrea enjoys getting to know her clients and building strong relationships with them. This helps her to understand their overall financial situation, what their life goals and aspirations are, and how she can help them plan for the retirement they deserve.
Andrea was attracted to working for Amber River True Bearing due to their reputation within the industry and that the firm’s core values align with hers, in putting the client at the heart of everything they do. She is currently studying for Chartered adviser status to enhance her own technical knowledge and believes that effective financial planning is crucial for a life well lived.
Outside of work, Andrea enjoys an active lifestyle and is a regular swimmer. She loves spending time with her family, enjoying holidays and good food. She lives with her husband in Warrington and is a season ticket holder for St Helens rugby league team.
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Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.
