
For Advice On:
| Corporate Financial Planning | Protection |
| Pensions and Retirement Planning | Investments |
| Taxation Planning |
Qualifications:
J01 - Personal Tax
R02 - Investment Principles and Risk
R04 - Pensions and Retirement Planning
R06 - Financial Planning Practice
CeFA - Certificate in Financial Planning
CeMAP - Certificate in Mortgage Advice and Practice
Contact Jon Doyle
Tel: 01257 260011
Mob: 07527 909398


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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.“