Independent Financial Advisers

Lancashire

Are you looking for an Independent Financial Planner in the Lancashire region? 

True Bearing Chartered Financial Planners is based in the bustling village of Euxton, near Chorley and close to the M6.
From Blackpool to Burnley, Carnforth to Clitheroe and Lancaster to Lytham, our advisers live and work across the county of Lancashire. There will be an Independent Financial Adviser local to you!

We provide high quality jargon-free Financial Planning and Advice to clients of all ages. Our recommended financial advisers in Lancashire are readily available to help with all of your financial planning requirements. Your initial first meeting is at our expense with no-obligation.

Types of financial advice in Lancashire

True Bearing Chartered Financial Planners have a long history of providing retirement advice to the employees of companies large and small within the county of Lancashire, including the local colleges and some NHS trusts. 

Our 22 qualified Independent Financial Advisers understand the importance of the stability and security that good financial planning can allow. We are proud to be based in the Red Rose County, an area with outstanding natural beauty and strong transport links.

Our financial advisers in Lancashire have 500 years of combined IFA experience providing financial advice to our clients in many areas, including:

• Pensions and Retirement Planning
• Sustainable Investments
• Investments
• Tax Planning
• Protection
• Care Fees Planning
• Equity Release
• Business and Corporate
• Trust and Estate Planning

Contact our Lancashire IFAs

If you would like to speak to one of our independent financial advisers in Lancashire, please get in touch by completing the contact us form  or call 01257 260011. Your first appointment is at our expense.