Investors_in_People_Gold_Award_2018We were delighted to have won the Investors in People Gold Award 2018 for the category 50 to 249 employees.

The Award celebrates the best people management practices amongst Investors In People accredited businesses. The 2018 winners were announced at a spectacular award ceremony and dinner at the Roundhouse, London.

True Bearing was the first Independent Financial Planners in the UK to achieve the Gold Standard Investors in People award. We have held this status for 7 consecutive years. This was the first year we had entered the Investors In People Awards.  It was a great opportunity for us to benchmark against high performing organisations, not just within the UK but on a global scale.

During 2018 we celebrated 15 years in business, and we have seen continuous growth. We now employ 64 staff at our Euxton offices and have further plans for growth in 2019.

Our Senior Management has concentrated their efforts on developing our existing employees. They have also recruiting talented staff to join the team in order to future proof the business.

A comment from our Managing Director


On winning this category, Sue Peary, Managing Director, said: “We were proud to be shortlisted for this award and delighted to be recognised as a company that has what it takes to lead, support and manage people well for sustainable results.”

A comment from Investors in People


Paul  Devoy, Head of Investors in People, commented: “This year’s Investors in People Awards were an inspirational celebration of best practice across our international community. It was fantastic to see so many worthy organisations nominated for outperformance in their approach to people management. I commend True Bearing for their dedication to improving the quality of work for their employees. Congratulations to True Bearing on becoming 2018’s Gold Employer of the Year.”

Not happy to rest on our laurels, we have now set our sights on working toward Investors In People Platinum Award.


If you would like to speak to one of our Independent Financial Advisers, please complete our enquiry form or call 01257 260011