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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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.

• Duncan Paul Kinloch

  IRN DXK00014

  • CF30 Customer (13 Nov 2017 to 16 Nov 2018)
• Duncan Ronan Selkirk

  IRN DRS00062

  • CF30 Customer (1 Jun 2009 to 12 Nov 2010)
• Elizabeth Rigby

  IRN EXR01178

  • CF30 Customer (6 Oct 2010 to 8 Jan 2015)
• Emma Craig

  IRN ELC01048

  • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 31 Aug 2021)
  • CF30 Customer (26 Apr 2021 to 1 Sep 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2021)
• Frank Tunstall

  IRN FAT00003

  • [FCA CF] Client dealing (9 Dec 2019 to 2 May 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 May 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 May 2024)
  • CF30 Customer (2 Sep 2014 to 8 Dec 2019)
• Gareth David Nicholson

  IRN GDN01008

  • CF30 Customer (12 Oct 2015 to 9 Dec 2016)
• Gary Smith

  IRN GSS01030

  • CF30 Customer (17 Jul 2012 to 31 Jul 2013)
• George Nigel Critchley

  IRN GNC00001

  • SMF9 Chair of the Governing Body (since 24 Sep 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (AR) (since 20 Feb 2012)
  • [FCA CF] Functions requiring qualifications (13 Dec 2022 to 31 Oct 2023)
  • [FCA CF] Client dealing (13 Dec 2022 to 31 Oct 2023)
  • SMF1 Chief Executive (3 Feb 2020 to 20 Dec 2023)
  • CF30 Customer (10 Nov 2008 to 16 Feb 2012)
  • Responsible for Insurance Mediation (10 Nov 2008 to 16 Feb 2012)
  • CF1 Director (10 Nov 2008 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (10 Nov 2008 to 31 Mar 2009)
• Giselle Lisa Clayton

  IRN GLH01034

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 10 Oct 2022)
  • [FCA CF] Client dealing (since 10 Oct 2022)
  • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 5 Mar 2025)
  • CF30 Customer (14 Feb 2023 to 19 Feb 2025)
• Gregory Dixon

  IRN GPD00005

  • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 30 Dec 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Dec 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Dec 2022)
  • CF30 Customer (10 Nov 2008 to 8 Dec 2019)

• 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.