If we look relaxed about recent stock market falls, it’s because we are. We’ve been here before. Several times.

With the ongoing Coronavirus crisis and recent stock market falls, you may be concerned about your pensions and investments.

You may be worried that you will not have enough income in retirement, or that your investments are now worth less than you hoped.

It’s normal to feel worried. True Bearing Chartered Financial Planners can help. We are a friendly, experienced firm of Independent Financial Advisers, ready to help you make sense of your financial situation now and help you plan for the future. We gained Corporate Chartered Status in 2010, putting us in the top 4% of the country’s IFAs by qualification.

One of our 22 IFA’s local to you, will be happy to have a discussion at our expense by phone, Skype or Facetime. Following our initial discussion, should you decide to proceed with our advice there is a cost for our services which will always be agreed with you before the work commences.

True Bearing provides the following services:

  • Pensions and Retirement Planning

  • Investments

  • Tax Planning

  • Mortgages

  • Protection

  • Care Fees Planning

  • Equity Release

  • Business and Corporate

  • Trust and Estate Planning

Make a no-obligation appointment

If you would welcome some professional guidance with your finances and would like to speak to one of our Independent Financial Advisers, please leave your details and we will be in touch very quickly. Alternatively, you can call the team on 01257 260011

Let us contact you

Your personal information will only be used for the purposes of contacting you and will not be shared with anyone else.

What our clients say

John Brady has been amazing, helping us understand and prepare for our financial future as we approach retirement. A true professional. John took the time to get to know us, understood our concerns and helped guide us to make the right choices for us.

P.Thistlethwaite, Lancaster

I was given Michael Hawthorne’s contact details by a close couple we know who have used your services recently. I have nothing but praise for Michael, he has been honest sincere and more importantly sympathetic in collating, evaluating, then delivering his findings. He has always remained impartial but trustworthy in what he has said. I can only say, we are impressed and look forward to seeing him again in the near future as I consider my work options.

Raj and Helen, Derby

Frank Tunstall has been looking after us for over 8 years and we are very happy with the service we receive. Financial advice is a serious business and Frank is serious when he needs to be, but light hearted, engaging and self-deprecating when it is appropriate. In addition to providing clear, timely and accurate advice he also shows a genuine interest in us as individuals, not just as clients. We have no hesitation in recommending him.

Chris and Maureen Evenson

Our Adviser team

Take the right direction for Financial Advice
Call us on: 01257 260011, email: contactus@truebearing.co.uk or click below to send an enquiry

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