Our business financial planners assist businesses in several ways. These can be categorised as follows;
Company Directors Financial Advice
This is advice specific and targeted at company directors or partners. This is pertinent to you whether your business is limited, a partnership, LLP or a sole trader.
It can include such subjects as:
Lifestyle Financial Planning
Best use of business cash
Director/Shareholder Protection e.g., to protect both the shareholders personal worth, for their family, and the company’s financial standing
Directors Personal Investment Strategies
Future personal cash flow planning
Business Power of Attorney
Cross Option Agreements
What we don’t do is try to tell you how to run your business!
Employee Financial Advice
True Bearing Chartered Financial Planners can also assist with arranging benefits you may wish to offer your employees:
Employee Financial Education Workshops
Employee Pre-Retirement Workshops
Workplace Pension Schemes
Group Life Insurance
Group Illness Insurance
Why not give us a call on 01257 260011 or leave your details on our contact form and we will be in touch very quickly.
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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.