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Corporate Financial Planning

For your other Cherished One

Business Protection.

- Protecting the financial viability of a business upon the death or incapacity of a Key Person, Partner or Director.

Purchasing your Premises.

- Finance Options
- Taxation Issues
- Leasing agreements

*Commercial Lending is not regulated by the Financial Services Authority.

Cutting through the retirement maze

- Group Pensions
- Director and Executive Pensions
- Small Self Administered Pension Schemes
- Stakeholder Pensions.
- Drawdown and Flexible Retirement Solutions.

Exit Strategies for Directors.

– Tax efficient withdrawal from the business.

Employee Benefits.

corporate Financial Planning

Do you wish to provide your employees with competitive benefits packages, to reward, and assist in the recruitment and retention of your staff?
We can assist in the setting-up of such packages and be on hand to provide ongoing advice as required.

Seminars on financial matters for Directors and Staff

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.



Some of the planning areas mentioned above involve advice on products and services not regulated by the Financial Services Authority.
The Right Direction for Financial Advice
True Bearing Ltd. Registered in England. Registered Number 4806442. Registered Office: B2 Chorley Business & Technology Centre, Euxton Lane, Euxton, Chorley, Lancashire, PR7 6TE. Tel:01257 260011. Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority