Home › Amber River True Bearing › Helen Lupton
Based at
Position
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.
Talk to our Amber River True Bearing team
Articles related to Helen and the team
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.
Should I be thinking about sustainable investing?
An increasing number of us are primarily guided by our conscience when it comes to money and we're choosing sustainable investing
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
Top five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life
Mark O’Neill: Painting pictures of a prosperous retirement
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients
Find out more about Helen and our North West team
What our clients say
Find an adviser
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.
