David Oversby
MA Dip PFS
Independent Financial Adviser

“We have dealt with David Oversby for the majority of our financial affairs for the last 10 years. We have found him to be professional and attentive at all times offering astute and accurate advice.”

Tony Glen, Managing Director,  PAR Ltd,
Chorley

 “David has provided me with financial planning support for more than 5 years and throughout that period I have always found him to be 100% professional and completely trustworthy. He always finds time to deal with my enquiries quickly and courteously. I would gladly recommend him to others.”

Ismail Docrat, Sales Manager, Enterprise,
Sale

 “David has managed our Financial Planning for the last seven years.

At all times he has acted in a thoroughly honest, professional and trustworthy manner. We would not and have not hesitated recommending David to other friends and family.”

 Diane and Andrew Pilling, Directors, Affordable Accounts Group,
Westhoughton

 “I first met David at a Pre- Retirement Course for Blackpool Council employees, of which I was one, in 2009, where he presented clearly the considerations and options for investment and future security. His delivery was clear and factual, and he dispelled some commonly held myths.

 “He gave a clear impression that he knew his subject and would offer balanced and honest advice as an Independent Financial Adviser.   I followed this contact up and have retained his services since my retirement in April 2010. He always answers queries promptly and fully, and is prepared to do whatever work is necessary to reach a solution I am happy with . He does not confuse me with complex explanations which I do not need or understand, and yet leaves me with confidence about the decisions I have made. He presents as a person of integrity and someone to be trusted.

 “I would not hesitate in recommending David to friends and colleagues in the future.”

J Jaynes, Retired Director,  Blackpool Council

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.“