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Independent Financial Advisers
Are you looking for independent financial advice in Blackburn or the surrounding villages? True Bearing Chartered Financial Planners are on the march.
Financial advisers in Blackburn
Jon Neale, IFA, and Frank Tunstall, Chartered Financial Planner, live in the area and are delighted to support and advise their home community. The two are also passionate about sport, as both Jon and Frank are long standing Blackburn Rovers fans. Frank is a familiar face at Pleasington Golf Club, having sponsored a tee. Look out for it if you are there!
Types of financial advice in Blackburn
Both our Blackburn financial advisers are dads with young families so protection is close to their hearts. They have years of experience helping small and medium businesses, advising directors how best to withdraw benefits from their firms and many other areas of financial advice:
The two have gone further and developed specialist skills so that they can advise the older client on long term care fees.
True Bearing are well known for their Pre-Retirement Workshop programme. This is now utilised by over 50 major North West employers including several major employers in the town. Blackburn with Darwen Council are one of these and their testimonial is shown below.
Working with True Bearing Chartered Financial Planners gives us reassurance of receiving a high quality service, which is well managed and responsive in meeting our needs. Maria has put a lot of effort into understanding us as a local authority, and works with us to ensure our requirements are met every time whilst being flexible, timely and professional. The guest speakers and programme content is delivered at a professional level.
The feedback from colleagues is positive and complimentary of a well-managed day which is a credit to Maria’s commitment and dedication.
We would highly recommend True Bearing for any future training requirements and have no hesitation in recommending them to any other prospective clients. We have built a great relationship with Maria at True Bearing, and will continue to build on that in the future.
Our work with the Blackburn community
Westholme School and King George’s Hall have become second homes, for the greater True Bearing team, including Jon and Frank. True Bearing Chartered Financial Planners are the creators and previous sponsors of Lancashire’s Last Choir Singing Competition. Westholme hosts many of the county heats and the grand final is held at King George’s Hall every year. All of this is run by Blackburn based, Project Leader, Anita Shaw.