Mission Statement

To be the Premier Independent 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 10 IFAs holding the Diploma of the Personal Finance Society (PFS) and 5 going on to attain full Chartered Financial Planner Status. 

True Bearing has been selected by SIFA (Solicitors Independent Financial Advice) to give advice to the clients of local law firms. Only the best pass the SIFA test.

http://www.sifa-directory.info/