What Our Clients Say

“For the first time, I can now look to a planned retirement in the safe knowledge that Julie has my needs in mind and can advise me instantly on how to deal with any unplanned occurrences. I have in turn recommended Julie to my family, friends and work colleagues as she shows honesty, reliability and a great determination to get the best for her clients.”

Tony Carden, Commercial Manager, Liverpool

Julie Castley
“Excellent service from Jon Neale and True Bearing Chartered, people who really do know what they are doing . He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement. Perfect five star service from a company I would happily recommend to anyone”

Darran Wrigley, Manchester

Jon Neale
“Because Les provides comprehensive and sound financial advice to me personally and to my family, I have no hesitation in recommending him when our clients ask us about pensions or investments. Les’s friendly and approachable manner displays a wide knowledge of financial solutions, and he always explains in detail the options given, so that an educated decision can be made.”

Josie Smith, Accounts Matters Ltd, Lancaster

Les Gregory
“Abrams Ashton has a practice of referring our financial services work to IFAs. We have been working alongside Michael Clarke of True Bearing who is our number one choice. Michael is honest, reliable and diligent in the dealings he has had with our clients. We are always happy to recommend Mike. He has the same ethos as ourselves – taking pride in a personal service for clients based on excellent technical knowledge.”
Client Story, Abrams Ashton

George’s Blog: Just a Simple Northerner

George Critchley

False Financial Assumptions

I recently became aware of some major mistaken assumptions the public make about financial issues….

Adapt now or wither on the vine

I have always admired the sheer common sense of Lord Digby Jones…

Enron Style Politics

In 2001, Houston based Enron, the energy trading giant, collapsed into bankruptcy…

Read more here…


Hand On Heart – Funding defibrillators for Schools

We are delighted to say that on 9th July 2015, True Bearing Chartered provided St Peters CE Primary School with their package after successfully raising £1,198.80!

On the Mark – July 2015

Read the latest from Mark Harris of CityFinancial

Liontrust – The art and science of Fund Manager selection


PWS Seminar – Thursday 3rd September 2015 – Wrightington Hotel and Country Club

Wrightington Hotel and Country Club is the venue for the next Pennine Wealth Solutions Investment Seminar to be held on Thursday 3rd September 2015.

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.

Business Planning Event

True Bearing Chartered staff and advisers attended a specially organised business planning day, which aimed to discuss and set out the firm’s objectives and …