Call us on: 01257 260011
  • 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.'

bbc_radio_lancs_logo

Our Chairman, George Critchley, has recently featured as an expert guest on BBC Radio Lancashire.  Click here to listen (10 minutes)

So near yet so far

So near yet so far

True Bearing Chartered Financial Planners made the final shortlist but not the winner’s podium for ‘Financial Firm of the Year’ and ‘Medium Sized Business of the Year’ at the recent 2014 ‘Red Rose Awards’.

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.

News

  • Finalist Red Rose Awards
    “So near yet so far”
    True Bearing Chartered Financial Planners made the final shortlist but not the winner’s podium for ‘Financial Firm of the Year’ and ‘Medium Sized...
  • On the Mark - Mult-Asset Allocation
    On the Mark – Mult-Asset Allocation
    Are we on a path of improvement in financial conditions? Read the latest update on Multi-Asset Allocation by Mark Harris, Head of Multi-Asset...
  • True Bearing Chartered Financial Planners in the news
    True Bearing Chartered Financial Planners in the news
    True Bearing Chartered recently featured in the Lancashire Evening Post. The article charts the firm’s success in the first 10 years of business and announces the...

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