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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
2 Buckshaw Court, East Terrace Business Park, Euxton Lane, Euxton, Lancashire, PR7 6TB
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