Testimonials | Helene Collins Independent Financial Adviser in Bolton Area

True Bearing | Independent Financial Advice

Helene Collins
Dip PFS
Independent Financial Adviser
Areas Covered: Bolton Area

Testimonials

“Helene Collins was recommended to me when I was considering taking out a Lifetime Mortgage product. We spoke at length about what I was looking for, and her recommendation suited my needs exactly. She listened carefully and explained fully what I should do and has been extremely helpful and professional in the way she has helped me.”

Marian Luckman, Retired.
Wirral.

“I have referred several clients to Helene and in all cases they have come back to me with favourable comments about the way Helene has dealt with them. She has listened carefully to what they have wanted to achieve and explained fully what needed to be done.”

Miss Anita Boardman, Solicitor,
Bolton

"I’m writing to tell you how much I appreciated the help you gave to my mother, Iris, in dealing with her financial affairs. Mum was investigating the possibility of using equity release to fund a move to a disabled apartment, or of a mortgage at the age of seventy. You managed to find her most competitive rates to do this, and, equally important, demystified the whole process for us both.

As a loving but anxious daughter running my own busy physiotherapy practice, my time to look into the options available was limited, and my knowledge minimal. You came to see mum at a time that was convenient for both of us, and explained clearly the steps involved, and pros and cons for each approach. In dealing with my mother, I was so grateful for your kind and reassuring approach.

Your knowledge and expertise of the market for this particular age group is outstanding; it can often feel like a battle just to get ‘joined up care’ in place, but you were able to advise on all the correct routes to do this. In looking at my mother’s financial statements, you even managed to reduce her utility bills due to an overcharging error, and also spotted that she had been mis-sold loan protection insurance, which we were able to reclaim.

With friends now confronting the issues around elderly parents, I have recommended you for your clear and trustworthy advice, and will always be very grateful to you for the outstanding service we received."

Karen Willcock MSc., Grad.Dip.Phys., MCSP, MBAcC
Practice Principal
Bolton Therapy Centre

"As my 60th birthday approached, I realised that not only were my pension arrangements in a complete muddle, but I also had some bills that I couldn‘t afford to pay. This was causing me a great deal of stress and I didn‘t know what to do; so I got in touch with Helene Collins at True Bearing and asked for her help.

Helene met me at my home and, over a cup of tea, she outlined all the courses of action available to me. She explained everything really clearly, and then took control of arranging what I felt was the best option to suit me.

Within weeks, I received a lump sum and an annuity, and I feel like a load has been lift off my shoulders. All my debts have been paid off, and I am once more in control of my finances.

Helene is definitely a “Pension Guardian Angel”, and I cannot recommend her too highly."

Dilys Taylor
Bolton

Contact Helene Collins
Tel: 01257 260011
Mob: 07710 264 060

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