The Chorley based Financial Planning firm True Bearing have made two new appointments to their Compliance Team in Spring 2023. Mark Greenwood joins in the newly created role of Regional Risk Manager and will work closely with Compliance Director Helen Lupton to support the firm’s growth plan, help the existing compliance team develop, and provide compliance and T&C expertise. Having spent 24 years in Compliance Roles, most recently as Director of Compliance Services at SimplyBiz, Mark brings a wealth of valuable experience to True Bearing.
With years of experience as a Chartered Financial Planner before moving into Compliance roles in 2013, David Valentine joins as Development and Conduct Manager. He has previously worked for prestigious names in financial services including Lloyds Bank and Schroders Personal Wealth, helping financial planners get the most out of their relationship with clients.
Alongside the two new appointments, there have been changes within the existing team, with Paula Lawson promoted to Compliance and Training Manager, supporting our Compliance Director with regulatory requirements.
True Bearing are delighted to welcome both Mark and Dave to the team. Both new appointments and Paula’s promotion reflect the ongoing commitment True Bearing has to providing its clients with the highest level of specialist financial advice and legal support.
Quick facts
• True Bearing have hired two new team members in Spring 2023
• Mark Greenwood joins in the newly created role of Regional Risk Manager and will work closely with Compliance Director Helen Lupton to support the firm’s growth plan
• David Valentine joins as Development and Conduct Manager
• Both new employees have a wealth of relevant industry experience with Mark most recently working as Director of Compliance Services at SimplyBiz, whilst David worked in compliance roles for Lloyds Bank and Schroders Personal Wealth, amongst others
• Changes have also been made the the existing team, with Paula Lawson promoted to Compliance and Training Manager
• Both new appointments and Paula’s promotion reflect the ongoing commitment True Bearing has to providing its clients with the highest level of specialist financial advice and legal support.
True Bearing Chartered Financial Planners 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.
