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.
Our Chairman, George Critchley, has recently featured as an expert guest on BBC Radio Lancashire. Click here to listen (10 minutes)
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’.
Susan Peary (Managing Director) and Helen Lupton (Compliance Director) have been promoted to the Board at True Bearing Chartered Financial Planning.
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.
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.
Alison researched the internet to find a ‘top notch’ IFA to assist with her Personal Injury Trust Settlement.