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True Bearing


Chartered Financial Planner

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James Curry

Chartered Financial Planner

James' 8 years’ experience in the financial services industry includes time spent as a Business Development Manager before going on to be a Chartered Financial Planner for one of the UK’s largest IFA firms.

James became a Financial Planner because he enjoys being able to help people make the most out of their lives. He always begins the financial planning process by asking what his clients want from life and what are their hopes and dreams. Then a plan is put in place to help them achieve those goals and taking people on that journey is a really rewarding experience for him.

He decided to join True Bearing (now part of Amber River) because he felt it to be the best regarded independent, Chartered firm in the region and had the kind of client-centric culture he was looking for. As well as being Chartered, James also specialises in helping people plan for their later life. This includes expertise in the areas of paying for care and inheritance tax (IHT) planning.

James lives in the Lake District with his wife and dog, Morris. In his spare time, he loves to hike and run in the fells. He hopes to walk the Pennine Way and run the Tea Round (a 30-mile route with 12,000+ feet of ascent) next year.

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Talk to James, call True Bearing today

Talk to James, call True Bearing today

0800 915 0000

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Find out more about James 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.

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