Legal Services
Legal Services are provided by
Amber River True Bearing
With financial planners covering the North West of England
Call: 01257 833 400
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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Our in-house Legal Services team is here to help clients with all aspects of legacy planning, to ensure your wishes are carried out after you’ve gone.
Effective legacy planning is about understanding what you want to achieve, considering everything that might affect your wishes, and being aware of all the options available to you so that you can make an informed choice about the legacy you leave behind.
The central element of legacy planning is creating a Will. It may also include putting Lasting Powers of Attorney (LPAs) in place, and creating trusts to protect your assets for your beneficiaries.
Our Legal Intermediaries have a wealth of experience to help you make the necessary arrangements. They’ll be with you every step of the way, keeping the process as straightforward and stress-free as possible.
Meet Amber River True Bearing's Legal Services team
Here are some of the faces and stories behind our Legal Services team
Our legacy planning services
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge to help you focus on what’s best for you and your loved ones.
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Call: 01257 833 400
Mr & Mrs E
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.Mr & Mrs E
S Hughson
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Kathryn
Mark O'Neill was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life. My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe hands
Mark O'Neill was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life. My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe handsKathryn
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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