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Here at True Bearing Chartered Financial Planners, we have developed two major services to aid employers and assist their employees' financial wellness. We work with many companies, including the NHS and local authorities within the North West and beyond.
True Bearing Chartered Financial Planners are an Independent Financial Advisory Firm based in Chorley, Lancashire. Founded in 2003, we have many years' experience helping our clients with their financial planning, including financial planning advice for employers and employees. Our 22-strong team of financial planners has over 500 years of industry experience.
Recent research demonstrates that employees who are engaged with and have a broad understanding of their finances, are both happier in their day-to-day lives and value the assistance their employer may have given them. Employee financial wellness has been measured in studies by Bristol University.*
HR professionals know that a good and fair salary alone is not enough. Where employers can offer additional benefits, they are more valued and more attractive to employees. This leads to better recruiting, a more motivated workforce and all the advantages that can create.
Our employer services are:
True Bearing delivers over 100 full-day workshops per year for large and small employers throughout the North West, both face to face and through Microsoft Teams.
Financial Education Workshops
Utilising our many years' experience of organising and presenting the pre-retirement workshops, we launched our Employee Financial Education workshops in late 2017 to help educate employees' about financial wellbeing.
*Bristol University Study – ‘Momentum UK Household Financial Wellness Index 2017’. Report by David Hayes, Jamie Evans, Sharon Collard.
At True Bearing, we offer comprehensive pre-retirement courses and workshops to make sure your employees receive all the support they need as they approach retirement.
At True Bearing, we offer a selection of comprehensive courses to equip and educate your employees on all aspects of Financial Education.