
Advisers
Mark O'Neill
FPFS, Chartered Financial Planner
Independent Financial Adviser
Lytham - Fylde Coast
A Fellow of the Personal Finance Society, Mark is one of a very few financial ad ..more
Mike Clarke
APFS, Chartered Financial Planner
Independent Financial Adviser
Warrington - Preston - Chorley
Michael is a Director of True Bearing and is a member of the Personal Finance Society ..more
David Oversby
MA Dip PFS
Independent Financial Adviser
Following his MA graduation, David qualified as a financial adviser and followed his ..more
Paul Taylor
BA (Hons) APFS, AIFP Chartered Financial Planner
Independent Financial Adviser
Bolton, Bury, Burnley, Oldham
Bolton based Paul is a ‘man on a mission’ to bring top quality financial ..more
Helene Collins
Dip PFS
Independent Financial Adviser
Bolton Area
Helene came into the financial services profession in 1985, and since that time has b ..more
Chris Speak
BA (Hons) Dip PFS
Independent Financial Adviser
Chris is married to Suzanne and lives in Euxton, Chorley. Chris, formerly a professio ..more
Rob Squibbs
B(Sc) Dip PFS
Independent Financial Adviser
Oldham
Oldham based Rob has been advising now for 6 years. Feedback from Rob’s clients ..more
Greg Dixon
Cert PFS
Independent Financial Adviser
Based in Kendal, Greg is well known to clients throughout Cumbria and North Lancashir ..more
Leslie Gregory
Chartered Financial Planner
Certified Financial Planner
Preston, Chorley, Leyland, Blackburn, Lancaster and Manchester and Fylde Coast.
A BA (Hons) Classics graduate of University College London, Les started his career as ..more
Russell Brennan
Cert PFS
Independent Financial Adviser
Ainsdale, Southport
Based in Ainsdale, Southport, Russell is committed to helping clients in and around h ..more
Julie Castley
Cert PFS
Independent Financial Adviser
Liverpool, Widnes, Cronton.
Julie has an attitude and energy which are infectious. Liverpool born and bred, Julie ..more
Beth Rigby
Cert PFS
Independent Financial Adviser
Southport, Chester, Cheshire, Cumbria
Based in Southport Beth has been an IFA for four years, working with solicitors and a ..more
Jon Doyle
Dip PFS
Independent Financial Adviser
Preston, Manchester, Chester, Lancaster, Bolton, London
Based in Preston, Jon has clients up and down the country and provides high quality F ..more
Andy Woodhead
Dip FA
Independent Financial Adviser
Bolton, Greater Manchester
Andy began his Financial Services career in 1987 with The Prudential, where he gained ..more