IFA Bolton Meeting Last Drop VillageIt’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 £520m 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 Macron Stadium have been utilised.

Investment advisers in Bolton

Rob Squibbs, David Houghton, Jon Neale and David Oversby are all financial advisers in the Bolton area. 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

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 leave your details and we will be in touch very quickly.

Let us contact you

Our Bolton team

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Call us on: 01257 260011, email: contactus@truebearing.co.uk or click below to send an enquiry

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