TRUE BEARING LIMITED

• Principal Place of Business

  Amber River True Bearing

  Assurance House, Chorley Business & Technology Centre

  East Terrace

  Euxton Lane

  Chorley

  Lancashire

  PR7 6TE

  UNITED KINGDOM

  Phone

  +441257260011

  Web

  http://www.amberriver.com/true-bearing

• Complaints Contact

  Amber River True Bearing

  Assurance House, Chorley Business & Technology Centre

  East Terrace

  Euxton Lane

  Chorley

  Lancashire

  PR7 6TE

  UNITED KINGDOM

  Phone

  +441257260011

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Credit Brokering

• Stockbroking

  For Professional, Retail (Investment), Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Alan Pitt

  IRN AWP01030

  • CF30 Customer (1 Aug 2012 to 10 Apr 2013)
• Alison Jane Kirby

  IRN AJK01140

  • CF30 Customer (10 Nov 2008 to 23 Dec 2009)
• Andrea Pamela Owen

  IRN APO01027

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
  • [FCA CF] Client dealing (since 7 Oct 2024)
• Andrew Green

  IRN ARG01080

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 19 Nov 2021)
  • CF30 Customer (18 May 2018 to 7 Nov 2019)
• Andrew John Horrocks

  IRN AJH01690

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 8 Nov 2021)
  • [FCA CF] Client dealing (since 8 Nov 2021)
  • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 21 Jan 2025)
  • CF30 Customer (20 Jul 2022 to 20 Jan 2025)
• Andrew Nicholas Woodhead

  IRN ANW00003

  • CF30 Customer (26 Sep 2011 to 10 Jun 2013)
• Andrew Park Rowland

  IRN APR00011

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 15 Aug 2022)
  • [FCA CF] Client dealing (since 15 Aug 2022)
  • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 21 Jan 2025)
  • CF30 Customer (17 May 2023 to 20 Jan 2025)
• Andrew Sutherland

  IRN ADS00041

  • CF30 Customer (30 Jun 2020 to 20 Jan 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Jan 2025)
• Benjamin Scott Alcock

  IRN BSA01005

  • CF30 Customer (4 Mar 2013 to 17 Oct 2014)
• Brian Michael Wates

  IRN BXW00302

  • Director of firm who is not a certification employee or a SMF manager (since 3 Jun 2024)

• True Bearing (North West) Limited

  FRN 709439 · Appointed 7 Jul 2015

• Bread and Butter Advice Limited (no longer appointed)

  FRN 585311 · Appointed 26 Jul 2012 · Until 5 May 2021

• Jones Harris Financial Planning Ltd (no longer appointed)

  FRN 573766 · Appointed 27 Jan 2012 · Until 31 Mar 2021

No changes recorded yet.