We are proud of the honest culture of the True Bearing team. Integrity in dealing with our clients, amongst ourselves and with our professional connections is the cornerstone of our business.
DynamismTrue Bearing Advisers and Staff have an energy and enthusiasm for sourcing financial solutions which match our clients' changing needs. We are also keen to work with local professional connections to provide multi-disciplinary alternatives for the benefit of our mutual clients.
InnovationWhilst employing tried and tested methods of financial planning, we are also keen to improve the financial propositions available to our clients and professional business partners. Launching our Pennine Fund, offering specific investment targets and quarterly client briefings with the fund manager himself, is one such example.
Quality of ServiceThe quality of service that we offer to our clients, our professional connections, and amongst ourselves, underpins all that we do. How do we know that we are delivering the high level of service to which we aspire? We ask each of these groups in annual service questionnaires.
True Bearing is a Chartered Financial Planning Firm. It offers independent financial advice to clients throughout the North West and London.
We are in touch with regional issues and local concerns.
Our advisers are based in all areas of the North West from Cheshire through to Lancashire and Cumbria, and from Manchester to Merseyside.
Our head office is in the heart of Lancashire, close to the M6, M61 and M65 motorway network.
Our Financial Advisers have decades of experience in advising and enlightening their clients and passionately believe in face-to-face financial advice. We can assist you in achieving your personal financial and business objectives.
For clients who prefer advice from a woman, True Bearing can help. Our division of female financial advisers specialise in those areas of financial advice especially pertinent to women.
Please read our Terms and Conditions before proceeding further into our Web Site.
True Bearing Ltd is authorised and regulated by the Financial Services Authority
© True Bearing Ltd. | Registered in England | Registered Number 4806442 | Registered Office: 2 Buckshaw Court, East Terrace Business Park, Euxton Lane, Chorley, Lancashire, PR7 6TB | Tel:01257 260011.
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Lancashire "Red Rose" Business Awards
2012
AND THE WINNER IS .................
True Bearing Chartered
Financial Business of the Year 2012
True Bearing Chartered Financial Planners have been named Financial Business of the Year at the Lancashire “Red Rose” Business Awards 2012. The ceremony was held in front of over 800 guests from the business community at the Winter Gardens, Blackpool.
The “Red Rose” Awards recognise and celebrate the outstanding achievements of real businesses throughout Lancashire.
True Bearing had been shortlisted alongside seven of the region’s superb financial firms.
The Judging Panel of the Red Rose Awards commented: “True Bearing are an excellent example of a Lancashire based business demonstrating excellent growth and expansion, and one that is not content with standing still. Judges felt their innovative approach to clients’ needs, their attitude to going above and beyond for clients, and the investment in their own people was certainly worthy of praise.“
