Recent News
November 2012
Pennine Investment Seminar – Thursday 6 December 2012
The next quarterly seminar is being held in the Wrightington Suite at The Wrightington Hotel and Country Club, Moss Lane, Wrightington, Wigan, WN6 9PB.
Teas, coffees and pastries will be available from 6.00pm, with the Seminar starting promptly at 6.30pm and concluding at approximately 8.30pm. Places are limited so if you wish to attend, please contact your Adviser on 01257 260011.
For directions, please click on the link www.wrightingtonhotel.co.uk The hotel is located 2 minutes from the M6, Junction 27.
October 2012
Tish Hanifan Training Day
True Bearing held their second ‘Care in the Community’ Training Day in October and were delighted to welcome back the incomparable barrister and freelance lecturer, Tish Hanifan.
The training event targeted individuals and companies providing financial and legal advice to the elderly, their attorneys or families. Over 50 guests, mainly solicitors, attended the event.
“Best in Business” BIBAs 2012 Finalists
True Bearing has successfully reached the final round of the BIBAs 2012 competition in the category of Employer of the Year. The BIBAs aim to recognise business excellence and achievement in companies operating in Lancashire. Hailed as ‘the one they all want to win’, the BIBAs are the most successful event of its kind in Lancashire. In 2011 it attracted an exceptional 1079 entries (including 87 finalists) from some of Lancashire’s top performing companies.
The exciting culmination of the BIBAs will take place at the glittering awards ceremony on 31st August 2012 in a purpose built ‘Big Top’ on Avenham Park where businesses will celebrate in style. The BIBAs will also officially launch the Preston Guild.
Joint Venture Charters New Course for Jones Harris and True Bearing
Jones Harris Chartered Accountants and True Bearing Chartered Financial Planners are pleased to announce the launch of a new venture, designed to provide Jones Harris clients with complete advice in relation to both their corporate and personal finances. Jones Harris Chartered Financial Planning will provide highly qualified advice and financial planning solutions to individuals, businesses, trustees and attorneys.
Both firms have been working together on an informal basis over the last 10 years. Recognising that both firms share traditional values of integrity and transparency, and of delivering a high quality of service, the firms agreed to formalise their business relationship.
Charles Bryning, Director at Jones Harris Chartered Accountants commented: “Many of our clients have previously asked for a financial planning service in addition to our usual services. True Bearing was introduced to numerous clients over the years and the feedback we received has been excellent. We are both passionate about ensuring that our knowledge is of the highest level and keeping our clients informed of the latest developments. We believe that our clients and our firms will benefit from this joint venture.”
Mark O’Neill, Director of True Bearing Chartered and Michelle O’Neill, IFA at True Bearing Chartered, will be heading up Jones Harris Chartered Financial Planning from the Head Office on the Fylde Coast. Commenting on the venture, Mark O’Neill said: “By combining the strengths of a highly respected and trusted firm of Chartered Accountants with an equally respected and trusted firm of Chartered Financial Advisers, we believe that our clients will receive the very best of an integrated financial and tax planning service. This model of combining experienced and highly qualified professionals could be the way forward for the future of both industries.”
Jones Harris will continue to trade as an independent firm of Chartered Accountants.
And the Winner is ………………
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.”
George Critchley, Managing Director of True Bearing, said: “The success of any business is fundamentally down to the quality, attitude, care and commitment of its members. All of us at True Bearing are thrilled to receive this achievement. We will not rest on our laurels but utilise this recognition to accelerate our future development. I congratulate everybody at True Bearing. I am very proud to work alongside such a great team.”
Follow this link to images from the evening: Proud to be a Winner.
Investment Managers – Latest Commentary
December 2011
Driven to Extremes!!
We may well look back on 2011 as a year that forever changed the economic and political landscape of the world. At the very least, it will be a case study year for students of both economics and politics long into the future. For this year has proven no less eventful than 2008, with a bombardment of sensationalist headlines causing unprecedented volatility across the financial markets. Indeed, during one tumultuous week in August, the S&P 500 Index gyrated by more than 4% on four consecutive trading days – movements of such magnitude have never been seen before. Read More ……….
August 2011
North’s View – This is the time to stay the course.
The traditionally quiet summer season has been anything but this year. The correction in equity markets and general risk assets over the past weeks has been brutal but it is the speed and size of the downward move, particularly in the last two days, that has taken the markets by surprise. This sell off has been prompted by a sharp increase in investor concerns in response to the ongoing delays and debate over a solution to the Eurozone Sovereign debt issue and the US debt ceiling against the backdrop of slowing global growth. Whilst this is clearly very worrying to investors and has caused considerable pain, it is important to keep in mind that this is more about Politics and Macro Economic issues than it is about Micro Economics - Read More……..
March 2011
True Bearing Strikes Gold
True Bearing joins an elite group of 200 UK companies and organisations to achieve the new Gold standard Investors in People rating.
Kathryn Walker, Large Clients Retention Manager. Investors in People NW, commented: “True Bearing particularly impressed our IiP Assessor by the amount of dedicated coaching time which leaders give their people. This undoubtedly supports personal and professional development, enabling people to reach their full potential. A culture exists where there is no ceiling on the progression of individuals. True Bearing needed 165 points out of a possible 196 to achieve Gold status. They achieved a superb 190 points. Well done to everyone.”
December 2010
Parklands School, Chorley visits True Bearing as part of Rock FM’s community project which provides a platform for students and communities to develop and broadcast from their online radio station.
