Mission Statement

Our Financial Planners have been chosen for the True Bearing Team due to their:

· Integrity
· Expertise
· Professionalism
· Client Commitment
· “Can do” Attitude.

Qualifications are part of our culture. Advanced Financial Planning Certificates (AFPC) indicate specialisms in specific areas, for example, Investment Planning, Group and Final Salary pensions, Long Term Care, Taxation and Trusts, and others.
Our Financial Planners hold many Advanced Financial Planning Certificates, with six individuals holding the full AFPC qualification.

We hold membership of:
Personal Finance Society (P.F.S.)
IFACare – advice for long term care funding.

We use the latest I.T. to research and prepare our recommendations, including the use of Asset Allocation Models.

True Bearing is active in the use of seminars to complement our work.
Most recently we have supported the Institute of Chartered Accountants, England and Wales, (ICAEW), with their member’s training programme.

True Bearing were proud to be the 2005 sponsors of the North West Society (ICAEW) Young Chartered Accountant of the Year award.

Investor in People

True Bearing has made a commitment under the Small Firms Initiative to invest effectively in all it’s employees.