True Bearing | Independent Financial Advice

Mission Statement

Mission Statement | Independent Financial Advice

To be the Premier Chartered Financial Planning firm in the North West.

This is underpinned by:

  • Excellence
  • Honesty
  • Dynamism
  • Quality of Service

Our focus is on offering a combination of expertise and exceptional service to our Clients, our Professional Business Partners, and within Ourselves.

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

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

We are highly qualified with 11 IFAs holding the Diploma of the Personal Finance Society (PFS) and 5 going on to attain full Chartered Financial Planner Status.