Two New Appointments to True Bearing’s Compliance Team

Two new appointments.jpg.jpg

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.  

Enjoyed this? Read more from Amber River True Bearing

Latest news

1

Record turnover as Napthens continues to grow Stephen Faulkner

Record turnover as Napthens continues to grow

22 Jan 2025

2

Ranvir Singh to host Convention of the North 2025 in Preston Ranvir Singh

Ranvir Singh to host Convention of the North 2025 in Preston

22 Jan 2025

3

Lancashire Business Board chairman takes centre stage at Festival of Business Mo Isap

Lancashire Business Board chairman takes centre stage at Festival of Business

21 Jan 2025

4

Early handover success for £1.7m youth centre expansion in Blackpool Representatives from Blackpool Council, Blackpool Boys and Girls Club, Warden Construction and Cassidy and Ashton

Early handover success for £1.7m youth centre expansion in Blackpool

21 Jan 2025

5

Staci UK launches degree apprenticeship scheme Staci apprentices

Staci UK launches degree apprenticeship scheme

21 Jan 2025

Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
The Lancashire Festival of Business
FOB 315
Exhibitions
30 Jan 2025

The Lancashire Festival of Business

Impact Conferencing, Burnley, BB12 6QP

09:30 - 16:00

Skills Bootcamp in Procurement - Cohort 3
Blue-Modern-Land-Travel-Youtube-Thumbnail-2-1024x576.png.png
LBV Hub Awards
14 Jan 2025 - 18 Mar 2025

Skills Bootcamp in Procurement - Cohort 3

Community & Business Partners CIC, Blackburn, BB2 3UA

09:30 - 13:00

North West Holiday Home Show
PLG - NWHHS - Social - Jan 2024.jpg.jpg
LBV Hub Exhibitions
18 Jan 2025 - 26 Jan 2025

North West Holiday Home Show

South Lakeland House Showground, Yealand Redmayne, LA5 9RN

09:00 - 14:58

Level 3 Emergency First Aid at Work Course - In Person
LBV Hub Webinar
22 Jan 2025 - 22 Jan 2025

Level 3 Emergency First Aid at Work Course - In Person

RKMS Group , Blackpool, FY42DP

09:30 - 17:00

January Freelancer Meet-Up and Coworking Day
Freelancer Meet-Up Jan general.png.png
LBV Hub Networking
23 Jan 2025 - 23 Jan 2025

January Freelancer Meet-Up and Coworking Day

Society1, Coworking Space, Preston, PR1 3LT

10:00 - 11:00

The Marketing Meetup IRL: Lancashire
LBV Hub Event Image.png.png
LBV Hub Networking
30 Jan 2025 - 30 Jan 2025

The Marketing Meetup IRL: Lancashire

Strawberry Fields Digital Hub, Chorley, PR7 1PS

18:00 - 20:00

February Preston Tech Connection Meet-Up: Tech & Our Planet
PRESTON TECH CONNECTION jan.ai.png.png
LBV Hub Networking
12 Feb 2025 - 12 Feb 2025

February Preston Tech Connection Meet-Up: Tech & Our Planet

Society1 Coworking Space, Preston, PR1 3LT

18:00 - 19:30

Police Apprenticeship event
Student Centre Autumn 2022.jpg.jpg
LBV Hub Social
12 Feb 2025 - 12 Jan 2025

Police Apprenticeship event

University of Central Lancashire, Foster Social Space , Preston , PR1 2HE

16:00 - 19:00

The Business Network Central & East Lancashire
LBV Hub Networking
13 Feb 2025 - 13 Feb 2025

The Business Network Central & East Lancashire

Mytton Fold, Langho, BB6 8AB

11:30 - 14:15

Sub36 Networking - Behind the beans
Sub36 Social1200Atkinsons New
Networking
14 Feb 2025

Sub36 Networking - Behind the beans

Atkinsons Speciality Coffee, Lancaster, LA1 1 EX

09:00 - 11:30

Red Rose Awards 2025
Red Rose Awards 2025
Awards
13 Mar 2025

Red Rose Awards 2025

Winter Gardens Blackpool

18:00 - 11:59

Lancashire Business Day 2025
241122lbvlancashiredaylhp0647web
Networking
27 Nov 2025

Lancashire Business Day 2025

12:00 - 17:00

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more LBV120 Online Graphic 1
Subscribe now

Weekly news bulletin