Independent Financial Advice
Bolton
At the Last Drop Village in Bolton, investment advisers from local IFA firm True Bearing are in deep discussion with investors from Bolton and the surrounding towns and villages.
Much of the £569m that True Bearing manage is for Bolton clients.
“We take this responsibility very seriously;” says David Oversby IFA, at True Bearing. “Ensuring investors get the result they hope for, without paying any more tax than necessary. This is what keeps us busy.”
Sixty investors were able to listen to their fund managers, and understand clearly how their investments were progressing. The London based Fund Managers explained their views on the UK and World economies
These events have been held on a regular basis for 10 years now. Both the Last Drop and The Universtity of Bolton Stadium have been utilised.
Investment advisers in Bolton
David Houghton, Frank Tunstall and David Oversby are all financial advisers in the Bolton area. True Bearing provides the following services:
Contact our Bolton IFAs
If you would welcome some professional guidance with your finances and would like to speak to one of our Bolton IFAs, a chartered financial planner or any of our financial advisers, please call 01257 260011 or fill out our contact us form and we will be in touch very quickly.