Local adviser firm, Amber River True Bearing have grown the team, with nine brand new employees joining over the last few months. These new hires will add to their teams not only in the Chorley area but also includes additional staff for their Altrincham and Stoke offices.
The paraplanning team has grown by three, including an internal move. Dan Fahey joined the team on the 2nd of September. He will work from the Stoke office, supporting the team of advisers there. Leah Hinchliffe joined the firm on the 16th September and long term Adviser Support employee, Marc Sultana joined the Paraplanning team in July as a Trainee Paraplanner.
The Adviser Support team has also grown, with five new team members over the summer. Nicola Mohn and Fleur Flaherty joined the adviser support team in August. Nicola will work in the Chorley office, and Fleur will join the team at the Altrincham office. Kyle Abela joined us in July as Adviser
Assistant. He has several years of experience within the industry. In June Nicola Lucey and Meghan
Taylor also joined the team and will provide administrative support within the Chorley office.
Finally, a new Independent Financial Adviser for our Stoke office, Andrea Owen, joined the team in September alongside a new Head of Finance, Shirley Jones.
This unprecedented growth for the team has come about from a higher demand for Financial Planning services. Susan Peary, Chief Executive Officer at Amber River True Bearing says; ‘We are delighted to welcome the nine new members to our team. They are joining us at an exciting time as we continue to innovate and grow our business. We look forward to supporting their career development and journeys within Amber River True Bearing’
Quick Facts
• Euxton based Amber River True Bearing have grown their team by nine
• Dan Fahey, Leah Hinchliffe and Marc Sultana have joined the Paraplanning team, bringing with them a range of experience within financial services
• Five new employees have joined the adviser support team; Nicola Mohn, Fleur Flaherty, Kyle Abela, Nicola Lucey and Meghan Taylor.
• A new IFA, Andrea Owen and a new Head of Finance, Shirley Jones have also joined the team
• This unprecedented growth across the teams has come about from a higher demand for Financial Planning services
• Susan Peary, Chief Executive Officer at Amber River True Bearing says; ‘We are delighted to welcome the nine new members to our team. They are joining us at an exciting time as we continue to innovate and grow our business. We look forward to supporting their career development and journeys within Amber River True Bearing’
Amber River True Bearing are an Independent Financial Advisory Firm based in Euxton, Chorley. Founded in 2003, our growth has accelerated through a clear focus on professionalism, excellence, strong mutual business partnerships and creative business thinking.
