True Bearing Chartered works hand-in-hand with many North West and national organisations. Here are a few:

Investors in People

Investors in People

True Bearing Chartered is one of an elite group of 200 UK companies and organisations to achieve the new Gold Standard Investors in People rating.

Bank of England

Mark O

Mark O’Neill, Director of True Bearing Chartered, is a member of the Bank’s North West Business Panel.


Symponia Master Practitioner logo

Symponia are a leading national organization for advice in the Care Fees arena. True Bearing Chartered are proud to work to the highest standards in this area.

Accountants and Solicitors

Jones Harris Chartered Financial Planners

We have strong links with many firms of Chartered Accountants and Solicitors throughout the North West. This again is for the benefit of client referrals. In 2012 we are delighted to have launched Jones Harris Chartered Financial Planners, a joint venture initiative with Jones Harris Chartered Accountants (Fleetwood)

Federation of Small Businesses (FSB)

Federation of Small Businesses logo

True Bearing Chartered have been members of the FSB for several years and provide advice to FSB members in the Carlisle region.


NHS logo

Through its arrangement with a national training organization, True Bearing Chartered takes part in dozens of NHS Staff Retirement Seminars each year.

Lancashire Care Association

Lancashire Care Association Logo

A caring and supportive financial advisory service to the elderly, their relatives or attorneys.


SOLLA logo

We work closely with The Society of Later Life Advisers (SOLLA).

SOLLA was founded in 2008 as a not for profit organisation, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. See more at SOLLA

Lancaster University

Lancaster University Logo

True Bearing Chartered Financial Planners are delighted to be an Affinity Partner at the University. We assist many of the university’s employees with their personal financial planning.