We'd love more clients like you!
Our North West Office
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
Existing client?
No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
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Home › Offices › Amber River True Bearing › Referral form
We aim to delight each and every one of our clients. So for us, there’s no better feeling than when you recommend our services to your friends, family members*, or business associates.
If you refer someone to us and they become a new client, we’ll say ‘thank you’ by offering you a gift voucher, worth £250. You can spend your voucher instore or online, in a range of shops and restaurants. Alternatively, we could make a donation on your behalf to our charity partner, St Catherine’s Hospice.
If you know someone who could benefit from our financial planning expertise, please complete the form below.
PLEASE NOTE: We will email the person you’ve referred when you submit this form. For data privacy reasons, they will need to follow the instructions in our email to confirm this referral. Please tell your referred contact about this before you submit the form.
Terms and conditions
*Family member does not include spouse/partner.
The voucher will only be sent to you once the referred person has accepted and implemented financial advice from Amber River True Bearing. We’ll award one voucher / make a charity donation for every referred client. We don’t offer cash alternatives. Remember to use the voucher before it expires as we can’t help you if you don’t spend it in time. We reserve the right to withdraw the scheme at any point without notice. We’ll tell the referred person that you’re being rewarded with a gift voucher/a charity donation is being made on your behalf. We won’t share your personal information with them.
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.
You can read the 2022 Remuneration Code Disclosure for our firm here.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us. You’ll find our Client Privacy Notice here.
For help if things go wrong, visit our complaints page.
Book an introductory call with one of our planners to chat through what’s important to you