True Bearing Ltd

Independent 2 Buckshaw Court, East Terrace Business Park, Euxton Lane, Euxton, Lancashire, PR7 6TB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We work hard to help YOU achieve YOUR financial goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jon Neale Dip PFS
Independent Financial Adviser
Rob Squibbs B.Eng (Hons) Dip PFS
Associate Director
John Addis Dip PFS
Independent Financial Adviser
Lorraine Galley Dip FA
Independent Financial Adviser
Frank Tunstall FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Peter Ashcroft
Independent Financial Adviser
David Houghton
Chartered Financial Planner
Accreditations
Chartered Financial Planner
John Brady
Independent Financial Adviser
Mark Russel
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Leslie Gregory APFS, BA Hons (Lond)
Associate Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
David Oversby MA, APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Chris Speak BA (Hons) Dip PFS
Independent Financial Adviser
Mark O'Neill FPFS
Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Greg Dixon Dip PFS
Independent Financial Adviser
Michael Clarke APFS
Director
Accreditations
Chartered Financial Planner
What our clients say
“Thank you so much for all your help and advice, without which we would not have made such wise decisions. The financial advice you gave us has been invaluable, however, it has been the pension advice in particular, which has and will make a huge difference to our future. We especially appreciated your honesty, friendliness and professionalism.”
David and Beverley Hargreaves, Burnley
As I approached the time when I knew it was right to retire. I knew the decision to select the right person to ensure the best possible steps were taken, to provide me and my family with secure financial planning was going to be critical. That decision was made easy having met John Brady from True Bearing Chartered Financial Planners. His client friendly listening skills, attention to detail and professionalism, have given me immense confidence in my pension planning decisions. His down to earth honesty, reliability and a great determination to get the best for me, means I have no hesitation in recommending him to any prospective client, and feel sure they would not be disappointed. He explained everything about my pensions clearly and precisely. I am secure in the knowledge, that I can now look forward to a planned retirement knowing that John has my needs in mind and can advise me. I feel reassured that my investments are under regular scrutiny and John and his colleagues at True Bearing are very focused within the financial investment.
Joe Ashton, Cheshire
I was recommended to Mark O’Neill by my accountant over six years ago as an established and highly qualified independent financial adviser. During this time Mark has grown my investments and helped to save my estate inheritance tax with his specialist planning. I have particularly benefited from the regular review meetings that Mark provides with intelligent, yet down to earth insight on financial matters. His knowledge, integrity and professionalism are exemplary which I trust implicitly. I cannot recommend Mark and True Bearing highly enough to anyone wishing to review or invest substantial wealth for peace of mind.
Mrs Hilary Johns, Lytham
After my initial meeting with Jon I realised that any concerns I had about pensions and investments would be alleviated. Jon has now provided a clear concise assessment of my needs on my impending retirement and I am delighted with the service he and True Bearing have given me. I would gladly recommend Jon to family, friends and colleagues.
Mike Morgan, St Helens
Where to find us

2 Buckshaw Court, East Terrace Business Park, Euxton Lane, Euxton, Lancashire, PR7 6TB

Make an enquiry
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.

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