HomeFinancial Planners › Peter Ashcroft

Based at

True Bearing

Position

Associate Director, Independent Financial Adviser

Serving clients in

Chorley, Flyde, Preston, Wigan, Lancashire

Peter Ashcroft

Associate Director, Independent Financial Adviser

Peter has been in the financial services industry since 1998, joining True Bearing (now part of Amber River) in 2015 to pursue a fully independent advice proposition within a company which matched his personal ethos and client-centric approach.

Being an Independent Financial Planner offers Peter the ability to provide his clients with a best of breed approach to the solutions required for their needs. Everybody aspires for an affluent and successful future for their families and children. Peter strongly believes that having enough money isn’t about luck and is perfectly within reach for most people, with the right planning in place and regular reviews.

The personal relationships built by Peter with his clients over the years mean that he has a deep insight into their wants and needs in both the long and shorter term. The biggest reward for Peter is seeing clients hit their financial goals in the real world, such as retiring earlier than expected or having the financial peace of mind to be able to tick things off their bucket list.

Peter’s family are the centre of his free time. Whether its travelling and seeing the many stunning parts of the UK or long dog walks, the great outdoors is usually involved in family activities.

Expertise in

Talk to Peter, call True Bearing today

Talk to Peter, call True Bearing today

0800 915 0000

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Find out more about Peter 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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