Local adviser firm achieves Chartered status for 10th year running

Amber River True Bearing, based in Chorley, is pleased to announce that it has retained corporate Chartered status from the Chartered Insurance Institute. This means that the firm has continuously held Chartered status for the last 10 years.

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These commitments include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.

Melissa Collett, executive director of professional standards at the CII Group, said: “By achieving corporate Chartered status, Amber River True Bearing has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.”

Helen Lupton, compliance director at Amber River True Bearing, said: “We are proud to have retained Chartered status for what will be the 11th year. It shows the commitment and dedication of our firm to our staff and our clients”. 

Amber River True Bearing Chartered Financial Planners is based in Chorley and works with clients across the North West, with further offices in Altrincham and Stoke. They pride themselves on helping personal and business clients create the financial plans needed whilst looking after their pensions and investments. 

If you would like to know more about Amber River True Bearing, visit our website or call us on 01257 260011