Make the most of your retirement finances, and achieve the comfortable lifestyle you deserve in retirement.
True Bearing
Independent Chartered Financial Planners
True Bearing is an award-winning Chartered firm of Independent Financial Advisers (IFAs) based in Chorley, Lancashire. Since 2003 we have provided high-quality financial advice and guidance to individuals and businesses across the UK. We have clients located from The Potteries to the Scottish borders, Fleetwood to Burnley, and Liverpool to Leeds.
Our industry-leading financial advice service is built on trust, experience and transparency, as well as our dedication to providing tailored advice for each and every one of our clients. We take the time to get to know you as an individual and work hard to help you achieve the long-term financial goals you have set for yourself, your family and your business.
To get started, get in touch with us today to arrange a no-obligation initial meeting with one of our financial advisers, all at our expense. Call us on 01257 260011, or complete our contact form to request a call back at your convenience.
A good financial planner will play a variety of important roles for you, our client.
Guidance
Most people know what they want out of life, but don’t necessarily know how to get there. Your financial planner will provide an independent plan, showing you the possible pathways to reach your goals.
Teach
A good financial planner will teach you what drives long-term returns and you will learn how to connect this to your life.
Coach
It’s easy to make financial resolutions but not so easy to keep them. A good financial planner will ensure goal accountability, keeping you on your desired path and talking you off the ledge in anxious times.
To organise
Our lives are busy and financial matters can be a time drain. By passing over your money matters to a good adviser you are then free to focus on what really matters to you.
Filter
You might find you are overloaded with information about your finances. A good adviser becomes a trusted source and an information filter, making sure you know what’s relevant.
Counsel
Few big choices in life are simple and a good financial planner can help you cut through the noise so you can focus on what is important.
Sentinel
The best financial planner is mindful of your legacy—the welfare of your children and grandchildren and how you can keep your wealth working beyond your lifetime.
Our Aim
is to be the premier Chartered Financial Planning firm in the North West, and a trusted partner for all of our clients.
Personal Financial Planning
We offer financial planning advice on a wide range of areas that may affect you, your family and your business. These include:
Get the best return on your investments, making sure your money is working hard for you.
Invest your money in a way that supports the social and environmental goals that are important to you.
Organise your finances to minimise your tax burden, helping you retain access to the money you have worked hard to earn.
Keep your finances and family protected against risk, no matter what might happen in the future.
Make sure that the future care needs of you and your loved ones are always met.
Unlock the value of your home to provide greater financial security and flexibility.
Maximise the value of your assets and create sustainable success for your business.
Guarantee a secure inheritance and future financial certainty for yourself, your family and your loved ones.
Our Focus
is on offering a combination of expertise and exceptional service to our clients and our professional business partners, while holding ourselves to the very highest standards.
Estate Planning
Our estate planning advice helps you protect your wealth for the future, provide for your loved ones and minimise tax. Our services include:
Our Commitment
is to offer our clients a professional yet personal financial planning service, built on trust, experience and transparency.
Award Winning
Chartered Financial Planners
Having gained corporate Chartered status in 2010, we are rated by the CII among the UK’s top 15% of IFAs by qualifications, with more than 500 years of industry experience spread across our team.
With more than 7,000 clients and a retention rate of over 99%, True Bearing can be the perfect partner on your financial planning journey. You deserve peace of mind that your money is working hard for you, and we will do everything we can to make this a reality.
