The retirement and pensions specialists at True Bearing offer highly qualified advice tailored to your specific needs and circumstances to create a plan that aligns with your life goals.
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:
At True Bearing, we are here to provide high-quality investment advice to help make your money work hard for you, and achieve the financial goals you have set for yourself.
At True Bearing, we are here to provide you with the expert sustainable, impact, and ESG investment advice you need.
Here at True Bearing, we can help you minimize your tax liability by looking at your circumstances and using our knowledge to see what allowances, schemes, and rules are most appropriate for you to utilize.
At True Bearing, we can help you minimise your IHT liability by looking at your circumstances and using our knowledge on allowances, schemes and rules to create a suitable planning strategy.
Many individuals are considering how their wealth can work harder to benefit their whole family, and as a result are turning to intergenerational wealth management as a solution. At True Bearing, we can help you put a financial plan in place to share your wealth with your loved ones during your lifetime, while ensuring it is protected for future generations.
The financial planners at True Bearing are knowledgeable about all aspects of protective financial services, and will help answer all of the questions you may have about the best ways of keeping your finances secure.
Here at True Bearing, we can provide you with high quality, accurate and compassionate Care Fees Planning Advice.
True Bearing can provide you with the Equity Release advice that you will need to make an informed decision about whether or not it is right for you and your circumstances.
True Bearing can provide you with the high-quality business and corporate planning advice that you will need to protect and benefit from your business.
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.
