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Friday, December 27, 2024

True Bearing Chartered Financial Planners make a new appointment to their Board of Directors

True Bearing Chartered Financial Planners are delighted to announce that Lisa Govier has been
appointed as Business Improvement Director and joins the Board of Directors at True Bearing with
immediate effect.
Lisa will head up their new Business Improvement Department and will be instrumental in helping
pick up the pace of True Bearing’s growth plans for the region. She will also assist in driving
strategies that foster continuous evolution and improvement for the firm and will play a key
strategic addition to the board.
Lisa joined True Bearing in May 2021 in a newly created role as Growth Project Manager. The last
few years have been a period of change and growth for True Bearing, having joined the Amber River
group in 2021 and expanded key areas of the business within that time. Lisa has more than 20 years
of experience in management roles within the Financial Services industry, most recently as
Relationship Director with Schroders Personal Wealth.
It is also noted that Lisa’s appointment to the True Bearing Board of Directors takes their percentage
of female directors up to 50%, a number significantly above the FTSE 100 average of 34.5%
(Statista.com) and the financial services industry average of 30% (Stemwomen.com).
Of the appointment, True Bearing Managing Director Susan Peary says: ‘Lisa joined True Bearing
with a proven track record in developing and leading high-performance teams. She has a wealth of
experience and a determination to succeed, which has been demonstrated by delivering excellent
business results since joining our firm. We are delighted Lisa agreed to join the board; her
appointment enhances our already strong leadership team and supports our growth aspirations.’

Of the appointment, Lisa says: ‘I am immensely proud to join the Board of Directors at True Bearing,
a company which holds clients and colleagues front and centre in all that they do. I look forward to
further assisting the business on a strategic level and helping with the growth plans at a very exciting
time following the partnership with Amber River. There are so many people we can help in so many
ways to plan for a life well lived and we have the expertise and passion to do just that’.

Quick facts
 True Bearing have appointed Lisa Govier as Business Improvement Director
 Lisa will head up their new Business Improvement Department and will be instrumental in
implementing True Bearing’s growth plans for the region
 With over 20 years industry experience, Lisa has a proven track record in developing and
leading high-performance teams
 Lisa’s appointment takes the percentage of female directors at True Bearing up to 50%, a
figure far higher than the national and industry average
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.

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