Amber River True Bearing

Investment Seminars

Providing advice on Wills, Trusts, Legacy Planning and Power Of Attorney
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Our Investment Seminars are provided by

Amber River True Bearing

With financial planners covering the North West of England

Meet the team

Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE

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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesAmber River True Bearing › Investment Seminars

Our quarterly investment seminar will return on Thursday 6 June 2024, at the Park Royal Hotel, Stretton.

We invite all those with an interest in investments and the current financial markets to attend. The event is free of charge and refreshments are provided.

What to expect

Join us for an insightful and engaging seminar where portfolio managers will give their thoughts and commentary on key investment themes and highlights from the first quarter of 2024. They will also look at the investment landscape, financial markets, and opportunities for the months ahead.

Presenting will be Rosemary Bullard from James Hambro and Partners, which prides itself on operating on a fundamentally different investment approach to traditional wealth managers. Rosemary will explain how it achieves this and how it complements our investment proposition.

James Penny from TAM Asset Management will also present. TAM works exclusively with financial advisers, intermediaries and their clients, providing a range of discretionary and model portfolios invested globally across multiple asset classes and strategies.

More information coming soon

We’re currently finalising the speakers and agenda for this event. Further detail will be published here in the coming weeks.

Seminar details

Date: 6 June 2024

  • 4.00pm Reception, with tea/coffee and cakes
  • 4.30pm Presentation commences
  • 6.00pm Presentation closes
Book your place now

Please sign up online,
call the office on
01257 833 400 or email
contactus@amberrivertb.com
to secure your place.

Location:
Park Royal Hotel
Stretton
Warrington
WA4 4NS

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Small, but important print

Amber River True Bearing is a trading name of True Bearing Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 486512. http://www.fca.org.uk/register

We adhere to the FCA’s principles of Treating Customers Fairly (TCF) Read more.

Registered in England. Registered Number 4806442. Registered Office: Assurance House Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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