Recent News

Pennine Funds:

The next quarterley fund manager presentation is at the Marriott Hotel in Worsley, Manchester on Thursday 9th September 2010. The presentation is 6pm for 6.30pm in the Ellesmere Suite. Please contact 01257 260011 for a free invitation.

May 2010

True Bearing are proud to announce that we have been awarded the prestigious  Corporate Chartered status.

Corporate 'Chartered Financial Planners' status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.

Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients' interests at the heart of the advice they give.

With only 3% of IFA firms in the country currently achieving this status, it is an achievement of which we are obviously very proud.

Diploma Status:

Special congratulations must go to IFAs Rob Squibbs and David Oversby for recently passing further advanced exam papers to achieve Diploma status. They are the future of good financial advice in the North West.

Exam Passes:

Congratulations to all those in our team who have had recent exam passes:-

Duncan Selkirk, IFA - Advanced Pension Qualifications,JO4 & JO5

Julie Bayley, IFA - Equity Release Qualification ER1

Georgia Critchley, Adviser Assistant - Retirement Planning CF4

Chorley Building Society:

January 2010

True Bearing are delighted to have been appointed as a "trusted partner" to the Chorley and District Building Society. (click here for press release)

Cash Deposit Accounts

True Bearing  has utilised its buying power to arrange Cash Deposit and Cash ISA accounts at long term attractive rates, with a leading Building Society.  To date, over  £1.5 million has been deposited. Ask your adviser for details.

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