King George's Hall - IFA Blackburn MeetingsAre you looking for independent financial advice in Blackburn or the surrounding villages? True Bearing Chartered Financial Planners are on the march.

Financial advisers in Blackburn

Jon Neale, IFA, and Frank Tunstall, Chartered Financial Planner, are delighted to support and advise their home community. Jon and Frank are both long standing Blackburn Rovers fans.

Types of financial advice in Blackburn

Both our Blackburn financial advisers are dads with young families so protection is close to their hearts. They have years of experience helping small and medium businesses, advising directors how best to withdraw benefits from their firms and many other areas of financial advice:

  • Pensions and retirement

  • Investments

  • Tax planning

  • Financial protection such as life insurance, critical illness cover, long term care advice and long term income protection

The two have gone further and developed specialist skills so that they can advise the older client on long term care fees.

True Bearing are well known for their Pre-Retirement Workshop programme. This is now utilised by over 50 major North West employers. Blackburn Council are one of these and their testimonial is shown below.

Our work with the Blackburn community

Westholme School and King George’s Hall have become second homes, for the greater True Bearing team, including Jon and Frank. True Bearing Chartered Financial Planners are the creators, organisers and sponsors of Lancashire’s Last Choir Singing Competition. Westholme hosts many of the county heats and the grand final is held at King George’s Hall every year. All of this is run by Blackburn based, Project Leader, Anita Shaw.

Speak to an IFA in Blackburn today

For independent financial advice in Blackburn please leave your details and we will get straight back to you.

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What our clients are saying about us

Working with True Bearing Chartered Financial Planners gives us reassurance of receiving a high quality service, which is well managed and responsive in meeting our needs. Maria has put a lot of effort into understanding us as a local authority, and works with us to ensure our requirements are met every time whilst being flexible, timely and professional. The guest speakers and programme content is delivered at a professional level.

The feedback from colleagues is positive and complimentary of a well-managed day which is a credit to Maria’s commitment and dedication.

We would highly recommend True Bearing for any future training requirements and have no hesitation in recommending them to any other prospective clients. We have built a great relationship with Maria at True Bearing, and will continue to build on that in the future.

Blackburn with Darwin Borough Council

Our Blackburn team

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Call us on: 01257 260011, email: or click below to send an enquiry

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