True Bearing | Independent Financial Advice

Testimonials

Mark O’Neill

“Mark produced a report addressing my concerns about Inheritance Tax. He recommended the use of an offshore investment and a protection plan which would have an immediate benefit to my financial planning.

As a result of his advice, I estimate that my estate will save over £250,000 in Inheritance Tax, although Mark contacts me regularly to ensure that my planning is effective. I would recommend Mark and True Bearing to anyone wishing to protect their assets and pass on wealth to their families.”

Mrs H - JP,Lytham

David Oversby

”Throughout our dealings, David has offered sound and practical advice to suit both the present and future finances of our family”.

Jo Blakeway, Radio Presenter, Century FM

Robert Squibbs

“We have used Rob for advice in a number of different areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family and will continue to do so. He is a pleasure to deal with.”

G McDonald, Senior Project Manager, EC Harris, Leeds

Michael Clarke

“Abrams Ashton has a practice of referring our financial services work to IFAs. We have been working alongside Michael Clarke of True Bearing who is our number one choice. Michael is honest, reliable and diligent in the dealings he has had with our clients.”

Jo Ecob, Partner, Abrams Ashton Chartered Accountants, Chorley

Helene Collins

“We first met Helene Collins of True Bearing in 1999, introduced by a friend. We needed to take stock of our financial situation and start to plan for our future. Since that meeting, we have continued to deal with Helene who has provided an excellent and reliable financial planning advisory service. We have introduced her to our parents and many friends, who have told us they have also been pleased with the advice Helene has given. We look forward to continuing our relationship with Helene and would have no hesitation in recommending her expertise to others.”

Wendy Steele, Solicitor, Bolton

Duncan Selkirk

“Duncan has provided advice to me in relation to my business and personal financial affairs. He clearly has a good understanding of the range and technical features of the available solutions and can communicate these in a clear and concise manner.”

Martin Knowles, Director, Turbine Controls Ltd

Chris Speak

“Chris Speak and True Bearing have worked with Cucina for several years now and they have always provided me with sound and impartial advice to our ever expanding team in the pensions and investments arena. Chris recognises the importance of sound advice and in my experience has maintained an extremely high level of service, taking time to ensure that the solutions offered meet the needs of the individual.”

Stephen Quinn, Managing Director, Cucina Restaurants Ltd

Paul Taylor

“I’ve found Paul’s enthusiasm and energy quite refreshing, he has been a pleasure to deal with, more importantly he is clearly highly competent in his field”.

David Forrest, Managing Director, Dunscar Timber Engineering

Dean Harrison

“I have worked with Dean now for over 10 years. He is an honest, reliable and highly competent adviser in the way he conducts his business. I would have no hesitation in recommending his services.”

Stephen Thornber, Managing Director, Smart Weave Limited

Greg Dixon

“I have known Greg for 8 years. He is always efficient and professional in his approach. I trust his advice as he shows a great awareness and understanding of my financial needs.”

Sarah Gahan, Garstang