True Bearing Ltd (Lytham St Annes Branch)

Mark provides expert, high quality financial advice throughout the North West as a Chartered Financial Planner, Fellow of the Personal Finance Society and SOLLA accredited Later Life Adviser.
Typically, Mark advises new clients with at least £250,000-£500,000+ to advise upon.  He has over 25 years experience in financial services, with expertise in higher value investments/pensions advice and Inheritance Tax planning.  
Most of Mark's clients have accumulated or come into their wealth.  He assists clients to protect their assets and agree upon the right combination of income & growth.  Mark has decades of experience to help clients achieve financial security often demonstrated with cash flow techniques reviewed as part of an ongoing service to keep on track!
Mark is also a specialist on Care Fees Planning for those privately funding care fees.
Please ask for Mark O'Neill when making contact.
2018 Award Winners;
Lancashire Business View, Red Rose Awards "Best Financial Business".
North West Chamber of Commerce BIBA (Be Inspired Business Awards) "Professional Practice of the Year" and "Excellence in Corporate Social Responsibility".