Julie Castley
Cert PFS, Cert CII (MP)
Independent Financial Adviser
Areas Covered: Liverpool, Widnes, Cronton.
For Advice On:
| Care Fees Planning | Income Protection |
| Corporate Financial Planning | Life Assurance |
| Inheritance Tax Solutions | Retirement & Pension Options |
| Taxation Planning | Mortgages |
| Investments | Trusts |
Qualifications:
Cert PFS
CF6 – Mortgage Advice
CF8 - Certificate in Long term Care Insurance
SII Level 3 Certificate in Investments
RO1 - Regulation and Ethics
Contact Julie Castley
Tel: 01257 260011
Mob: 07796 083077
True Bearing Ltd is authorised and regulated by the Financial Services Authority
© True Bearing Ltd. | Registered in England | Registered Number 4806442 | Registered Office: 2 Buckshaw Court, East Terrace Business Park, Euxton Lane, Chorley, Lancashire, PR7 6TB | Tel:01257 260011.
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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.“
