Amber River True Bearing is a Chartered Financial Planning firm offering expert legal and financial advisory services from its offices in Chorley, Altrincham, and Stoke-on-Trent. Established in 2003 and rebranded under the Amber River group in 2023, the firm stands out for its Chartered status awarded by the Chartered Insurance Institute, reflecting the highest standards of professionalism and capability in the industry.
The team takes a highly personalised and responsive approach, working with over 7,000 individual and business clients across the North West and beyond. They focus on understanding each client’s unique goals and use their industry-leading knowledge to help turn financial dreams into reality, offering support through straightforward and complex planning scenarios alike.
Services Offered
- Savings and investment planning
- Divorce financial planning
- Expat financial planning
- Wealth management
- Tax efficient investing
- Ethical investing
- Portfolio management
- Investment advice
- Tax planning
- Individual savings accounts (ISAs)
- Windfall planning
- Critical illness cover
- Family income benefit
- Income protection
- Life assurance
- Private medical insurance
- Mortgage protection
- Pension planning
- Pension consolidation
- SIPPs
- SSAS
- Workplace pensions
- Personal pensions
- Pension drawdown
- Retirement planning
- Early retirement planning
- Annuities
- Care home fees planning
- Phased retirement
- Estate planning
- Inheritance tax planning
- Trusts
- Financial gifting
- Intergenerational planning
- Succession planning
- Profit extraction
- Shareholder protection
- Exit strategy planning
- Employee benefits
- Key personnel insurance
- Workplace pension schemes
- Death in service policies
- Employee wellbeing programs
- Pre-retirement workshops for employees
- Financial education for employees
- One-to-one financial surgeries for employees
- Professional partnerships with legal and tax advisors
Operating primarily across the North West, the firm supports clients throughout the UK and offers services in partnership with legal and tax professionals. They also provide specialized employee training and education programs, reinforcing their commitment to holistic and accessible financial guidance.
