Brooks Financial Consultancy Ltd
BF
Financial Advisors
Brooks Financial Consultancy Ltd
5 Parkgate Rd, Neston CH64 9XF
# Business Description
Amber River True Bearing is a Chartered Financial Planning firm with offices across the North West, serving over 7,000 individual and business clients. Established in 2003 as True Bearing before joining the Amber River group in 2020, the firm has built a reputation for delivering personalised financial advice grounded in industry expertise.
Led by Executive Chairman George Critchley and CEO Susan Peary, the team comprises Chartered Financial Planners and compliance specialists dedicated to understanding each client's unique circumstances and aspirations. Their Chartered status from the Chartered Insurance Institute reflects their commitment to the highest professional standards—a distinction held by only a select group of IFA firms.
The firm distinguishes itself through a consultative approach that moves beyond generic solutions. Rather than one-size-fits-all recommendations, they invest time in understanding client goals before crafting tailored strategies. Their breadth of expertise spans pensions, investments, financial protection, and inheritance tax planning, enabling them to address both straightforward and complex financial situations.
What sets Amber River True Bearing apart is their combination of accessibility and depth. They maintain a responsive, supportive service model whilst leveraging their deep technical knowledge across the financial planning spectrum. This balance makes sophisticated financial planning achievable for clients at various life stages, whether navigating retirement planning, wealth preservation, or business succession matters. Their longevity—over two decades in operation—and substantial client base demonstrate sustained trust and consistent delivery.
Amber River True Bearing is a Chartered Financial Planning firm with offices across the North West, serving over 7,000 individual and business clients. Established in 2003 as True Bearing before joining the Amber River group in 2020, the firm has built a reputation for delivering personalised financial advice grounded in industry expertise.
Led by Executive Chairman George Critchley and CEO Susan Peary, the team comprises Chartered Financial Planners and compliance specialists dedicated to understanding each client's unique circumstances and aspirations. Their Chartered status from the Chartered Insurance Institute reflects their commitment to the highest professional standards—a distinction held by only a select group of IFA firms.
The firm distinguishes itself through a consultative approach that moves beyond generic solutions. Rather than one-size-fits-all recommendations, they invest time in understanding client goals before crafting tailored strategies. Their breadth of expertise spans pensions, investments, financial protection, and inheritance tax planning, enabling them to address both straightforward and complex financial situations.
What sets Amber River True Bearing apart is their combination of accessibility and depth. They maintain a responsive, supportive service model whilst leveraging their deep technical knowledge across the financial planning spectrum. This balance makes sophisticated financial planning achievable for clients at various life stages, whether navigating retirement planning, wealth preservation, or business succession matters. Their longevity—over two decades in operation—and substantial client base demonstrate sustained trust and consistent delivery.
Services offered
Pension planningInvestment managementFinancial protectionInheritance tax planningWealth managementBusiness succession planningRetirement planningFinancial advice