Julie Castley
Cert PFS, Cert CII (MP)
Independent Financial Adviser
Areas Covered: Liverpool, Widnes, Cronton.

“We have worked alongside Julie, who has provided investment advice to beneficiaries of estates.  Julie is very approachable and has discussed our clients’ options with them in a clear, concise manner.

“She has been very professional and we are pleased to provide this testimonial.”

Paul Bibby, Managing Partner, MSB Solicitors, Liverpool.

"Julie has perfectly assessed our current financial situation and offered tailor- made solutions to fit with our immediate needs and attitudes as well as considering our future goals. Julie is a true professional and has handled our questions and queries exceptionally well. Her friendly approach has made our meetings comfortable and I recognise we have made a long lasting relationship which we look forward to building upon in the future.”

 Mr & Mrs Baggaley,
Widnes, Cheshire

“For the first time, I can now look to a planned retirement in the safe knowledge that Julie has my needs in mind and can advise me instantly on how to deal with any unplanned occurrences.

“I have in turn recommended Julie to my family, friends and work colleagues as she shows honesty, reliability and a great determination to get the best for her clients.”

Tony Carden, Commercial Manager,
Liverpool

Contact Julie Castley
Tel: 01257 260011
Mob: 07796 083077

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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.“