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Helen Lupton
Compliance Director
She believes that balancing the risks to the client, firm, and regulator ensures the core values of the business result in the best client journey experience possible. Helen brings a wealth of advisory and compliance experience to a challenging role. Her career has spanned banking, a top 4 accountancy firm, and local IFA firms before finding Amber River True Bearing and working with likeminded leaders.
DipPFS accredited, she is a member of the Personal Finance Society, and also holds the Certificate in Discretionary Management. Helen believes in personal development outside of technical qualifications and holds Chartered Manager status with the CMI so she can help mentor and develop those within her team, and the wider firm.
A passionate believer in sustainability both in and outside the firm, Helen has been instrumental in the development of Sustainable Investing within Amber River True Bearing, often writing in our Compass magazine on the issue. Out of work, Helen lives happily with her husband, son and housewolf on the Sefton coast.
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