True Bearing Chartered Financial Planners

Independent Financial Adviser  East Terrace Business Park, Euxton, Lancashire, PR7 6TB
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FCA authorised
Last authorised 21st September 2020
We work hard to help YOU achieve YOUR financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Rob Squibbs B.Eng (Hons) Dip PFS
Associate Director
Jon Neale Dip PFS
Independent Financial Adviser
John Addis Dip PFS
Independent Financial Adviser
Lorraine Galley Dip FA
Independent Financial Adviser
Frank Tunstall FPFS
Chartered Financial Planner
Peter Ashcroft
Independent Financial Adviser
David Houghton
Chartered Financial Planner
Mark Russel
Chartered Financial Planner
John Brady
Independent Financial Adviser
Leslie Gregory APFS, BA Hons (Lond)
Associate Director, Chartered Financial Planner
Greg Dixon Dip PFS
Independent Financial Adviser
Chris Speak BA (Hons) Dip PFS
Independent Financial Adviser
Michael Clarke APFS
Director
Mark O'Neill FPFS
Director, Chartered Financial Planner
David Oversby MA, APFS
Chartered Financial Planner
About us

True Bearing Chartered Financial Planners was launched in 2003. We have grown in 2019 to 70 advisers and technical support staff.

We are independent in our advice. We are also independent in our ownership. This allows us to pursue our agenda of simply giving GOOD ADVICE and GOOD ONGOING SERVICE.

We care passionately about face to face financial advice. We focus on our technical knowledge but are minded to keep matters straight forward for our clients.

We are employed by many major north west employers to assist their employees.

In 2018, we won Financial Business of the Year at the Red Rose Awards and finalists for Be Inspired In Business Awards (BIBAS) for the categories for Professional Business and Medium Business of the Year.

As a Firm, we have expertise in all financial planning disciplines. Whether it's Estate Planning, Investing, Pension Building, Retirement Options, Protection Needs, Care Fees Advice, Mortgages, or a combination of these, we can assist.

Our services

Client retention rates (99% plus) and written testimonials tell us we are heading in the right direction.

We are attentive listeners. Financial Planning, after all, is about you.

We support our staff, (Investors in People Gold Award achieved in 2010, 2013, and 2017). This was recognised at the National Investors in People Awards for our category 50-249 employees.

We support our Community, (Creators, Supporters, and Funders of Lancashire's Last Choir Singing competition).

Let us help you.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

East Terrace Business Park, 2 Euxton Ln, Euxton Lane, Euxton, Chorley, PR7 6TB

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