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True Bearing Testimonials

"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.

 

"Mark O'Neill of True Bearing, was recommended to me as I had concerns that my savings may be at risk if I needed care in the future. My husband suffers from a terminal illness and receives most of our income. By setting aside some capital now, I have a scheme to pay future care fees. We have obtained great peace of mind from Mark's professional advice and feel that we can now confidently look to the future."

Mrs. Jackson, Leyland, Lancashire.

 

"Throughout a turbulent time in the last five years, starting and raising a family, opting to start a business and all the associated uncertainties, we have always been able to rely on Mike Clarke/True Bearing, for sound and frank advice on the options open to us when planning our personal finances for the future."

Will Delooze, Director, Kinetic Systems (northwest) Ltd

 

"We were very impressed with the way the whole balance of our current savings and insurance policies were reviewed and then updated to give a more even spread of risk and improve the potential returns."

Judith Ashurst, Director, Ashurst Consultancy Limited, Warrington.

 

"I have known David Oversby from True Bearing both as a friend and Financial Adviser for over twenty years. He takes a real personal interest in his clients and his understanding, reliability and promptness are outstanding. I would have no hesitation in recommending David, and True Bearing, to others and look forward to many years working together with him."

Shazan Qureshi, Account Director, Advertising Agency, Manchester.

 

"We have dealt with True Bearing and in particular David Oversby, for a number of years. During which time our circumstances have changed with the addition of a young family. Throughout our dealings, David has offered sound and practical advice, structured to suit both the present and future finances of our family."

Jo Blakeway, Radio Presenter, Century F.M Manchester.

 

"As a widow, I realised that care costs could slice away a large proportion of all that my husband and I had worked for. I value my independence and although my family is close, I prefer to tackle this problem myself. I want my four children to eventually inherit all of my bungalow. George Critchley's advice has allowed me to relax now that I know financial protection is in place."

Mrs. Smith, Preston, Lancashire.

 

"We have been extremely pleased with the service provided by Chris Speak and True Bearing. They have been professional, fast, friendly and helpful at all times. Above all, they have explained everything to do with the purchase of our first home with superb clarity. We wouldn't hesitate to recommend them and Chris in particular. We have asked for help and advice with other financial matters and will continue to do so in the future."

Dr. Catherine Onley (PhD), Head of Laboratory, Abcam Ltd. Cambridge.

 

 

 

 

The Right Direction for Financial Advice
True Bearing Ltd. Registered in England. Registered Number 4806442. Registered Office: B2 Chorley Business & Technology Centre, Euxton Lane, Euxton, Chorley, Lancashire, PR7 6TE. Tel:01257 260011. Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority
*Certain types of mortgage are not regulated by the Financial Services Authority. Your home may be repossessed if you do not keep up repayments on your mortgage.