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.

• Simon Rogerson Brunt

  IRN SRB01144

  • Director of firm who is not a certification employee or a SMF manager (since 4 Dec 2023)
• Simon William Joseph Panton

  IRN SWP00003

  • CF30 Customer (10 Nov 2008 to 15 Jul 2009)
• Stephen Cook

  IRN SWC01066

  • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 5 Mar 2025)
  • CF30 Customer (21 Apr 2023 to 19 Feb 2025)
  • [FCA CF] Functions requiring qualifications (23 Jan 2023 to 30 Sep 2025)
  • [FCA CF] Client dealing (23 Jan 2023 to 30 Sep 2025)
• Stuart Brockless

  IRN SXB00114

  • CF30 Customer (9 Sep 2021 to 27 May 2022)
  • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 27 May 2022)
  • [FCA CF] Client dealing (2 Nov 2020 to 27 May 2022)
  • [FCA CF] Functions requiring qualifications (2 Nov 2020 to 27 May 2022)
• Susan Nelder

  IRN SXN01771

  • 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 23 Jun 2025)
  • [FCA CF] Client dealing (since 23 Jun 2025)
• Susan Peary

  IRN SXP02056

  • SMF1 Chief Executive (since 26 Jan 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (AR) (since 3 Aug 2012)
  • CF1 Director (11 Jun 2013 to 8 Dec 2019)
• Trevor Andrew Iredale

  IRN TAI00001

  • CF30 Customer (21 Jun 2019 to 11 Oct 2019)
• Wesley Barnes

  IRN WXB17379

  • [FCA CF] Functions requiring qualifications (1 Mar 2022 to 7 Jun 2022)
  • [FCA CF] Client dealing (1 Mar 2022 to 7 Jun 2022)

• 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.