Testimonials | Mark O'Neill Independent Financial Adviser in Lytham

True Bearing | Independent Financial Advice

Mark O'Neill
FPFS, Chartered Financial Planner
Independent Financial Adviser
Areas Covered: Lytham - Fylde Coast

Testimonials

"Mark was recommended to me by a local Solicitor. His expertise has been invaluable in arranging to fund the cost of care. His service and office support have been first class."

Mrs G - Lytham
Retired

"Since being introduced to Mark O'Neill regarding our financial investments, we have found him to be knowledgeable, attentive and professional in all areas. Unlike other companies that are not independent who could only offer limited options, True Bearing resources have enabled us to find suitable investments to see us through our retirement."

KN & DB Seddon
Blackpool

"As an Attorney, I trusted Mark to guide me through the maze of benefits and legislation. He produced a report with advice on an Immediate Care Plan that now pays a regular income for life towards the cost of care."

Mrs J Baxter
Retired
Blackpool

"I have been working with Mark during 2011 to stabilise my personal financial planning and to satisfy my short and long term savings requirements. Always punctual and extremely well prepared, he demonstrates absolute integrity in establishing potential solutions which meets the Customer's needs in accordance with the exact circumstances and risk-taking philosophies. I have complete confidence in his advice to date, all of which I intend to implement, and look forward to developing the portfolio with Mark over the years to come."

Archie Neill BSc, Hawk TX Programme - UK Campaign Lead
Warton, Preston,

"I have known Mark O'Neill for many years now, both personally and as a client. I approached him originally due to his excellent reputation as a financial adviser. Since then, Mark has helped me to organise my retirement and investment planning with considerable expertise and knowledge.

I have been particularly impressed with the regular reviews that Mark provides me with and the excellent service of his office team. I have also benefited from recommendations that Mark has made to other legal and financial professionals to protect my interests. Mark delivers first class service and cares about my interests. I have since recommended him to others and would not hesitate to do so further."

Mr A Lancaster, Golf Professional,
Lytham St Annes.

“I have known Mark for a number of years. He was first introduced to me by a mutual friend when he joined Lytham Round Table. Initially we enjoyed each other’s company as fellow members and Mark made a valuable contribution towards the club’s charitable activities that benefit the immediate local community.

Recently I had need of some financial advice on my private pension and so immediately thought of Mark who I knew to have gained an excellent reputation as an independent financial adviser. I was very impressed with the way he dealt with my needs both efficiently and promptly. His advice has proved to be both accurate and highly rewarding which has left me very impressed with his service. Since then I have recommended Mark to some of my work colleagues who have been equally impressed. He has a meticulous attention to detail and has a very personable and discrete approach. Above all he is both honest and open about the pros and cons of any financial plan which gives me confidence in choosing the right one to suit me. In conclusion I cannot recommend Mark highly enough”.

William Bode, Jeweller,
Lytham St Annes.

"Mark has acted for a number of my clients over recent years and I have been extremely impressed by his attention to detail and professionalism. He has always had my clients best interests at heart and along with the remainder of his team is able to provide such advice independently which is, in my opinion, of fundamental importance. In addition he has also acted most efficiently for my family over many years which demonstrates better than anything else the trust I have built up in Mark and his team. I would not hesitate to recommend Mark to you."

Matt Scott, Solicitor, Coupe Bradbury,
Kirkham.

"I found Mark O'Neill on the “Unbiased” web-site about five years ago. Because of many years of voluntary work overseas, my pension prospects were not very good, nor was my understanding of matters financial.

Mark explained matters to me in language that I was able to understand easily. This created a feeling of trust in the ideas that he put forth for my consideration. That trust was not misplaced.
Later, I received several inheritances and this gave Mark more scope to invest for me and remove concerns about my future standard of living.

Mark also advised a friend about mortgages and, recently, my sister has become his client too.
Mark always gives great attention to detail and ensures that I have understood everything. His caring manner is reassuring, and his financial acumen is extremely impressive.

Miss S.,
Skelmersdale.

“Having dealt with you on a professional and personal basis i.e. my own affairs, I have found you to be very helpful and always there to advise, listen and react quickly.

Your reviews which you hold with your clients are excellent as you always make it easy to understand and you will always answer questions. As an investor I have full confidence in you and True Bearing."

Jim Baker, Business Development Manager, Jones Harris Chartered Accountants, Lytham St Annes.

"I am a new client of True Bearing and I have nothing but praise concerning the way that I have been treated, specifically by Mark O'Neill who appears to have all the right qualities in relation to knowledge and experience. My requests for annuity information and latterly investment advice have been both speedy and relevant. I would not have any qualms in recommending True Bearing to anyone."

Mr H.,
Bury.

“I can't remember now how many years you have been our Financial Adviser, but I can only say that Olga and I have always been satisfied with your advice and the results, whereas our previous advisers, "no names no packdrill" made stupid moves and cost us a lot.”

R & O Brewer,
Lytham.

“Mark spent time to fully understand my situation and requirements before proposing a portfolio of investments of type and spread that fully matched what I was looking for.”

Mr W.,
Westhoughton.

"Mark has been our adviser for a number of years now and in that time I have felt secure in the financial decisions we have made based on Mark's input and advice. Mark and True Bearing overall have an excellent and professional approach to customer care and will always be fully prepared with the latest information linked to your own circumstances. The regular update meetings are a welcome feature of the service.

As a result, I feel like my money is being put to good use across the range of products for the short, medium and long term. If anyone is looking for a Financial Adviser, I always recommend Mark"

Mrs A Moore, Trainer and Coach, Better NW,
Preston.

“Mark has provided me with advice on retirement planning for many years. His pro-active approach has helped to grow and preserve my funds using innovative products and tax planning. I have valued Mark’s regular monitoring of my circumstances particularly through the challenging investment conditions of late.

“I have already recommended Mark to several contacts and would not hesitate to do so in the future.”

Mr R. – Managing Director,
Blackpool.

"I transferred to Mark O'Neill at True Bearing because I was not getting regular reviews of my portfolio from my previous financial adviser. Now I get a half yearly review that is very comprehensive and meet with Mark whenever the need arises whether as part of the review or to discuss any current trends or recommendations. I am more than happy with the service provided.

Mark helped me to transfer my pension fund to MetLife. This was a quite complicated procedure but, with his help, any problems that arose were dealt with by him efficiently."

Mr B., Retired Accountant,
Keighley.

"Based on a recommendation I contacted Mark for financial advice on Pension planning. Not only did Mark provide invaluable advice but he went to greath lengths to ensure that he found
the right product to suit my individual needs, and was very caring and supportive throughout. His team were always on hand and nothing I asked of them was too much trouble. Together they make a winning combination. I would have absolutely no hesitation in recommending Mark to you in the future."

Yvonne Slater, Legal Secretary, Lytham.

"I was delighted with the service which I received from Mark O'Neill of True Bearing Limited. His advice was timely, accurate and reassuring. I would be more than happy to have further dealings with Mr O'Neill and with True Bearing Limited."

Mr B, Great Eccleston.

Contact Mark O'Neill
Tel: 01257 260011
Mob: 07974 949 724

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