
David Oversby
MA Dip PFS
Independent Financial Adviser
For Advice On:
| Investments | Protecting Income |
| Mortgages | Life Assurance |
| Inheritance Tax Solutions | Partnership Protection Options |
| Retirement Options |
Qualifications:
MAQ - mortgages
G10 - Tax and Trusts
J04 – Pension Funding Options
J05 – Pension Income Options
J06 – Investment Principles, Market and Environment
AF3 – Pension Planning
Contact David Oversby
Tel: 01257 260011
Mob: 07790 463 561


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Lancashire "Red Rose" Business Awards
2012
AND THE WINNER IS .................
True Bearing Chartered
Financial Business of the Year 2012
True Bearing Chartered Financial Planners have been named Financial Business of the Year at the Lancashire “Red Rose” Business Awards 2012. The ceremony was held in front of over 800 guests from the business community at the Winter Gardens, Blackpool.
The “Red Rose” Awards recognise and celebrate the outstanding achievements of real businesses throughout Lancashire.
True Bearing had been shortlisted alongside seven of the region’s superb financial firms.
The Judging Panel of the Red Rose Awards commented: “True Bearing are an excellent example of a Lancashire based business demonstrating excellent growth and expansion, and one that is not content with standing still. Judges felt their innovative approach to clients’ needs, their attitude to going above and beyond for clients, and the investment in their own people was certainly worthy of praise.“