True Bearing | Independent Financial Advice

Business Relationships

True Bearing works hand-in-hand with many North West and national organizations. Here are a few:

Bank of England

Mark O’Neill, Director of True Bearing, is a member of the Bank’s North West Business Panel.

Solicitors Independent Financial Adviser (SIFA)

True Bearing has been selected by SIFA to provide advice to clients referred to it by members of the legal professions. Visit http://www.sifa-directory.info/

True Bearing works with several North West law firms on a referral basis. We are to launch our Joint Venture proposition in September 2009.

Building Society

We have a close relationship with the Chorley and District Mutual Building Society who refer their clients to us for Independent Financial Advice. http://www.chorleybs.co.uk/

Accountants

We have strong links with several firms of Chartered Accounts throughout the North West. This again is for the benefit of client referrals.

Symponia

Symponia are a leading national organization for advice in the Care Fees arena. True Bearing are proud to work to the highest standards in this area.

Investors in People

True Bearing have passed the required standards once again to maintain this award. We are proud to be an Investor in People.

Federation of Small Businesses (FSB)

True Bearing have been members of the FSB for 6 years and provide advice to FSB members in the Carlisle region.

NHS

Through its arrangement with a national training organization, True Bearing takes part in dozens of NHS Staff Retirement Seminars each year.

Lancashire Care Association

A caring and supportive financial advisory service to the elderly, their relatives or attorneys.