Financial advisers in Preston

/Financial advisers in Preston
Financial advisers in Preston 2017-10-06T14:42:38+00:00

preston-city-center_400x206px-300x155 Financial advisers in PrestonTrue Bearing is an award winning North West Chartered firm of Independent Financial Advisers. Our highly qualified Independent Financial Advisers provide advice to individuals and companies across Preston and the surrounding areas.

Financial Advice in Preston

Six of our financial advisers live and work in the proud city of Preston offering a full range of services including:

  • Pensions and Retirement Planning

  • Investments

  • Tax Planning

  • Mortgages

  • Protection

  • Care Fees Planning

  • Equity Release

  • Business and Corporate

  • Trust and Estate Planning

Our Chairman and Founder, George Critchley was born on the family farm at Lea Town, and attended Lea County Primary School as a youngster. Memories of weekly visits to the old Preston Cattle Market are ‘etched in my mind’; says George.

True Bearing is renowned for its Pre-Retirement Workshop programme, helping larger employers assist their employees at the time of retirement from work. Preston based employers include Lancashire Police, Lancashire Fire Service, Lancashire Education Authority, and of course UCLAN.

Our work within the Preston community

 

True Bearing are the creators, organisers, and sponsors of the Last Choir Singing Competition www.lastchoirsinging.co.uk. Dozens of Junior Schools from Preston and the surrounding villages are amongst those taking part each year. The County Winners in 2016 were Tarleton Community Primary School.

Contact a Preston IFA today

 

If you require financial advice that has the benefit of being independent, and want to talk to a Preston IFA, or any of our financial advice team, please leave your details, and we will be in touch.

Let us contact you

What our clients are saying about us

I have been working with Mark during 2011 to stabilise my personal financial planning and to satisfy my short and long term savings requirements. Always punctual and extremely well prepared, he demonstrates absolute integrity in establishing potential solutions which meets the Customer’s needs in accordance with the exact circumstances and risk-taking philosophies. I have complete confidence in his advice to date, all of which I intend to implement, and look forward to developing the portfolio with Mark over the years to come.

Archie Neill BSc, Hawk TX Programme – UK Campaign Lead, Warton, Preston

Our Preston team

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

Send message