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  • We are highly qualified independent financial advisers offering a professional, yet personal financial planning service, built on trust, experience and transparency.

    We were one of the first IFAs in the UK to receive the Gold Standard Investors in People award and gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.

    Read More
  • We are highly qualified independent financial advisers offering a professional, yet personal financial planning service, built on trust, experience and transparency.

    We were one of the first IFAs in the UK to receive the Gold Standard Investors in People award and gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.

    Read More
  • We are highly qualified independent financial advisers offering a professional, yet personal financial planning service, built on trust, experience and transparency.

    We were one of the first IFAs in the UK to receive the Gold Standard Investors in People award and gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.

    Read More
  • We are highly qualified independent financial advisers offering a professional, yet personal financial planning service, built on trust, experience and transparency.

    We were one of the first IFAs in the UK to receive the Gold Standard Investors in People award and gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.

      Read More
  • We are highly qualified independent financial advisers offering a professional, yet personal financial planning service, built on trust, experience and transparency.

    We were one of the first IFAs in the UK to receive the Gold Standard Investors in People award and gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.

      Read More
  • We are highly qualified independent financial advisers offering a professional, yet personal financial planning service, built on trust, experience and transparency.

    We were one of the first IFAs in the UK to receive the Gold Standard Investors in People award and gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.

      Read More
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Just What Employers Want!

Just What Employers Want!

True Bearing Chartered Financial Planners have launched an initiative designed to address employees’ concerns and requirements when they approach retirement. Our Pre Retirement Workshops offer practical and effective advice.

The Idiots Guide to Equity Release

'A simple concept, that can be life changing for the right candidate.'

Last Choir Singing

True Bearing Chartered launch an exciting new project in partnership with Lancashire Music Hub. Click here to learn more ...

Last Choir Singing on the Radio

George Critchley and Anita Shaw discuss Last Choir Singing on BBC Radio Lancashire. Listen here...

Sue and Helen break the glass ceiling

Sue and Helen break the glass ceiling

Susan Peary (Managing Director) and Helen Lupton (Compliance Director) have been promoted to the Board at True Bearing Chartered Financial Planning.

Team TB wins second Gold!

Team TB wins second Gold Award!!

True Bearing Chartered Financial Planners are proud to announce that once again we have been recognised by Investors In People (IiP) with a Gold Award.

Client Stories

Alison Wilson

Alison Wilson’s life was turned upside down three years ago. A tragic accident left her with limited mobility below the waist.

51 year old Alison has retained some use of her legs, but is forced to use a walking device and wheel chair to assist her.

Mark O'Neill

Alison researched the internet to find a ‘top notch’ IFA to assist with her Personal Injury Trust Settlement.

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