HomeFinancial Planners › Andrea Owen

Based at

Amber River True Bearing

Position

Independent Financial Adviser

Serving clients in

Cumbria, Lancashire

Andrea Owen

Independent Financial Adviser

Andrea joined Amber River True Bearing in 2024 and brings with her 35 years of experience within the financial services industry. Her journey into financial planning started through a role at a high street bank and from there she worked her way up to 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.

Expertise in

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01257 833 400

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Find out more about Andrea and our North West team

Our Amber River True Bearing team includes Chartered Financial Planners who look after clients right across the North West, and beyond. We welcomed them to the Amber River Group in 2020.

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