It’s September 2017, 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 £350m that True Bearing manage is for Bolton clients.
“We take this responsibility very seriously;” says Paul Taylor IFA, Senior Associate Director and Chartered Financial Planner at True Bearing. “Ensuring investors get the result they hope for, without paying any more tax than necessary. This is what keeps us busy.” Local man Paul grew up in Farnworth. He was Head Boy at Mount St Josephs (Bolton) and graduated from Manchester University with a degree in Modern Languages.
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 Macron Stadium have been utilised.
Investment advisers in Bolton
Rob Squibbs, David Houghton, Jon Neale and David Oversby are all advisers in the Bolton area. True Bearing provides the following services:
Pensions and Retirement Planning
Trust and Estate Planning
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, or any of our financial advisers, please leave your details and we will be in touch very quickly.