True Bearing | Independent Financial Advice
Integrity

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.

Dynamism

True 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.

Innovation

Whilst 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 Service

The 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.

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True Bearing is an Independent Financial Advice Firm based in Euxton, Central Lancashire, offering financial advice to clients throughout the North West and beyond.

We are a local firm in touch with regional issues, yet have the support of one of the UK’s foremost national IFA groups.

We occupy modern offices 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.

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