We continue to monitor the latest updates and information about the global COVID-19 outbreak. We have been taking additional measures to ensure we safeguard the health of our employees and preserve our ability to operate.

We have adapted areas of our business to ensure we have sufficient resources to continue to provide services to our clients. We are able to offer remote working to our employees. Those who can perform their jobs from home and do not have to be in our office have begun working from home to minimise any potential virus transmission between employees. Our phone lines remain open during normal office hours.

A small portion of employees who are critical to maintaining office based operations have been assigned to a rotation schedule. Social distancing is being observed in our office. We are working hard to minimise any impacts or delays and are confident in our preparation and contingency planning for this situation.

We remain committed to providing our clients with the ‘Good Advice and Good Service’ that they have come to expect. You can continue to contact us or telephone 01257 260011 to speak to the team

Find your Adviser

  • Mike Clarke
    Mike Clarke
  • Mark O'Neill
    Mark O'Neill
  • Michael_Hawthorne-Chartered -Financial-Planner
    Michael Hawthorne
  • Frank Tunstall
    Frank Tunstall
  • Les Gregory
    Les Gregory
  • Jon Neale
    Jon Neale
  • John-Addis
    John Addis
  • John-Brady
    John Brady
  • Greg Dixon
    Greg Dixon
  • David Oversby
    David Oversby
  • Chris Speak Independent Financial Adviser
    Chris Speak
  • Rob Squibbs
    Rob Squibbs
  • Lorraine Galley
    Lorraine Galley
  • Mark-Russel
    Mark Russel
  • Peter Ashcroft
    Peter Ashcroft
  • Mark Peary
    Mark Peary
  • Diane Bush Barrister Intermediary in Lancashire
    Diane Bush
  • Andrew-Sutherland
    Andrew Sutherland
  • david houghton
    David Houghton
  • Emma Craig
  • brian-wallace
    Brian Wallace
  • Kristan Oakley
  • Nick Porter
    Nick Porter
  • Paul_Hoyle
    Paul Hoyle
  • Neil_Wilson
    Neil Wilson

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What our clients are saying about us

Excellent service from Jon Neale and True Bearing Chartered, people who really do know what they are doing . He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement. Perfect five star service from a company I would happily recommend to anyone

Darran Wrigley, Manchester

I have known Greg for several years, as he used to be my mother’s adviser. He found me a better deal on my mortgage where I have reduced my monthly outgoings.  He was also able to find a more suitable and less costly life and critical illness insurance policy.  The information that he has provided has always been very helpful and I would recommend him to anyone.

Christine Champan, Cumbria

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 have dealt with David Oversby for the majority of our financial affairs for the last 10 years. We have found him to be professional and attentive at all times offering astute and accurate advice.

Jo Blakeway, Radio Presenter, Century FM

We have used Rob for advice in a number of differen 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

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

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

Michael has been my IFA for some years, managing my SIPP and providing ongoing general investment advice.  Having used other companies previously, he came as a breath of fresh air.  His client care and attention to detail is absolutely superb, and following his advice at our regular reviews during each year has stood me in good stead as regards the performance of my SIPP, which has consistently been most satisfactory, despite the difficult financial times over the last couple or so years.

John Wane Esq, McKendrick and Wane Ltd – Preston
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George Critchley

George Critchley

Take the right direction for Financial Advice
Call us on: 01257 260011, email: contactus@truebearing.co.uk or click below to send an enquiry

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