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Based at
Position
Serving clients in
Cumbria, Lancashire
Giselle Clayton
Independent Financial Adviser
Giselle is a people person and feels that cutting through the jargon and helping clients to understand their choices, empowering them in their life plans and financial decisions is the best part of her role as an IFA. She keeps her clients at the heart of everything she does and chose to join the team because she felt that our core values aligned closely with hers. Giselle is keen to help her clients remove any fear factor from making financial choices.
Giselle is currently studying for Chartered adviser status to deepen her own knowledge and feels that good financial planning is essential in changing lives for the better. In future she is looking forward to continuing to grow within the business, further developing ways to support our clients throughout their life journey.
Giselle lives in South Ribble with her husband, two daughters and a springer spaniel. In her spare time, she enjoys spending time with her family, walking the dog and good food.
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Find out more about Giselle and our North West team
Our 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.
What our clients say
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
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
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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.