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Financial Planning and Advice

Professional financial planning and advice can help you create the wealthy, secure and happy future that you and your family deserve after a lifetime of hard work. At True Bearing, we provide top-quality personal financial planning advice to help bring your dreams to life. As a Chartered financial planning firm, we rank in the top 15% of advisory firms in the country and have been trusted by our clients to invest over £569 million on their behalf.

We understand how important it is to you to be able to protect and grow your wealth, get financial support when you need it, and ensure your legacy passes on to your loved ones after you are gone. Our Independent Financial Advisers (IFAs) are here to help you make this happen, by providing high-quality financial planning assistance.

We understand that money is more than just currency - it represents freedom, stability, protection and safety for you and your family. You deserve to make the most of your money, and True Bearing will work hard to make this a reality.

To get started, you can book a no-obligation introductory meeting with us at our expense, where we’ll get to know each other and find out exactly what kind of financial planning assistance you need. If you go ahead, we will then create a long-term financial plan that is tailored to you and based on your personal life goals. Additionally, we will use the most up-to-date cashflow modelling software to monitor your progress and keep you on track.

Telephone us today on 01257 260011, or fill out our contact form to request a call back.

Role of a financial planner

A good financial planner will play a variety of important roles for you, our client.

Guide

Most people know what they want out of life, but don’t necessarily know how to get there. Your financial planner will provide an independent plan, showing you the possible pathways to reach your goals.

Teacher

A good financial planner will teach you what drives long-term returns and you will learn how to connect this to your life.

Coach

It’s easy to make financial resolutions but not so easy to keep them. A good financial planner will ensure goal accountability, keeping you on your desired path and talking you off the ledge in anxious times.

Organiser

Our lives are busy and financial matters can be a time drain. By passing over your money matters to a good adviser you are then free to focus on what really matters to you.

Filter

You might find you are overloaded with information about your finances. A good adviser becomes a trusted source and an information filter, making sure you know what’s relevant.

Counsel

Few big choices in life are simple and a good financial planner can help you cut through the noise so you can focus on what is important.

Sentinel

The best financial planner is mindful of your legacy - the welfare of your children and grandchildren and how you can keep your wealth working beyond your lifetime.

Our Services

True Bearing Chartered Financial Planners offers personal financial planning advice on the topics that play a huge part in your financial future. If you would like to know more about any of the following financial products and service areas, we can help you:

Investments
At True Bearing, we are here to provide high-quality investment advice to help make your money work hard for you, and achieve the financial goals you have set for yourself.
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Tax Planning
Here at True Bearing, we can help you minimize your tax liability by looking at your circumstances and using our knowledge to see what allowances, schemes, and rules are most appropriate for you to utilize.
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Inheritance Tax Planning
At True Bearing, we can help you minimise your IHT liability by looking at your circumstances and using our knowledge on allowances, schemes and rules to create a suitable planning strategy.
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Intergenerational Planning
Many individuals are considering how their wealth can work harder to benefit their whole family, and as a result are turning to intergenerational wealth management as a solution. At True Bearing, we can help you put a financial plan in place to share your wealth with your loved ones during your lifetime, while ensuring it is protected for future generations.
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Financial Protection
The financial planners at True Bearing are knowledgeable about all aspects of protective financial services, and will help answer all of the questions you may have about the best ways of keeping your finances secure.
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Equity Release
True Bearing can provide you with the Equity Release advice that you will need to make an informed decision about whether or not it is right for you and your circumstances.
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Business & Corporate
True Bearing can provide you with the high-quality business and corporate planning advice that you will need to protect and benefit from your business.
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No matter what your financial circumstances may be, we will work closely with you to find out your personal goals and lifestyle aspirations. Our aim will always be to create a long-term financial plan that helps you secure a comfortable future for yourself, your family and your business.

How True Bearing Can Help You

At True Bearing, our ethos is different to other Independent Financial Advisory firms. Rather than providing personal financial advice for the short-term, we prefer to think further ahead and take our clients on a journey that maximises and protects the value of their wealth for many years - even decades - to come.

Here’s how we work:

  1. We will invite you to a free no-obligation initial meeting at our expense, to find out about your financial goals and what is most important to you
  2. We will gather all the information we will need, including data on your current financial arrangements, and hear from you about your hopes, ambitions, fears and attitude to risk
  3. We will analyse your data to identify how we can bridge the gap between your current position and your intended destination
  4. We will develop a tailored financial plan for you to suit your individual circumstances and achieve your stated objectives, proceeding only with your approval
  5. We will work with you to put this plan into action, according to your preferred timescale
  6. We will monitor the progress of these financial plans over time, supporting you to stay on track for the long term and proactively making changes and improvements when needed

True Bearing is one of the most trusted financial planners in the UK. As a Chartered firm, we are ranked by the CII among the top 15% of Independent Financial Advisory firms by qualification in the country, and have been awarded a prestigious Gold Standard Investors in People award.

What’s more, as a truly independent firm, we can access the whole of the market and find you the best solutions for you and your money.

With more than 7,000 clients and a retention rate of over 99%, there is no better partner on your financial planning journey than True Bearing. Whatever your goals may be, you can place your trust in us to help you achieve them, and live the prosperous, secure lifestyle you and your family have earned.

Contact Us

To find out more about how True Bearing can provide the personal financial planning advice and support you need, get in touch with us today to arrange a free no-obligation financial health check with our team, at our expense.

Telephone us on 01257 260011 to get started, or fill out our contact form on this page to request a call back at your convenience.

Get In Touch