True Bearing, a leading North West Chartered Financial Planning firm, has strengthened its team with three new appointments.
David Houghton joins the firm as an Independent Financial Adviser. From Chorley, he brings extensive professional knowledge and a proven track record in delivering top quality financial planning advice to entrepreneurial clients in the North West.
Supporting the financial advisers of the practice is Amy Bamber, Adviser Assistant. Amy has a wealth of experience in financial services. Amy, who is from Longridge, joins the firm to help advisers with their day-to-day tasks, allowing them to further assist their clients.
As part of the firm’s graduate placement programme, William Rickson will be spending a six month placement with True Bearing. William, from Treales, near Preston, will gain an insight in to all areas of the business from the day-to-day work to investment research.
David Houghton said: “I came to work for True Bearing looking for a new challenge. I’d heard about their reputation for great service to clients and as I am passionate about client relationship building, I knew the firm would be a good fit for me. I’m really looking forward to hitting the ground running and getting settled in.”
George Critchley, Chairman at True Bearing, said: “As a firm we pride ourselves on our extensive service offering, David, Amy and William will be very valuable assets to the team. We are pleased to welcome them on board and wish them well in their new roles.
“These appointments come as we continue to develop our firm and be the very best in our industry. After winning two accolades at the recent Be Inspired Business Awards, one of the best endorsements a Lancashire business could ask for, we continue to demonstrate innovation, excellence and passion through hiring the very best people.”
True Bearing has been going from strength to strength since its launch in 2003, advising companies and individuals throughout the UK.