“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
“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
“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
“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
“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
“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
“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
“Because Les provides comprehensive and sound financial advice to me personally and to my family, I have no hesitation in recommending him when our clients ask us about pensions or investments. Les’s friendly and approachable manner displays a wide knowledge of financial solutions, and he always explains in detail the options given, so that an educated decision can be made.”
Josie Smith, Accounts Matters Ltd, Lancaster
“We were introduced to Beth Rigby by a long-standing friend. We have found Beth to be both trustworthy and helpful in every aspect of our financial planning. We have full confidence in Beth and she explains things in a way that helps us undertand our finances. Beth recently advice us on our investment portfolio and we would definitely encourage people to seek advice if they were looking to invest money.”
Catherine and Anthony Morrissey
For the first time, I can now look to a planned retirement in the safe knowledge that Julie has my needs in mind and can advise me instantly on how to deal with any unplanned occurrences.
“I have in turn recommended Julie to my family, friends and work colleagues as she shows honesty, reliability and a great determination to get the best for her clients.”
Tony Carden, Commercial Manager, Liverpool