North West-based IFA, True Bearing Chartered Financial Planners, has launched a legal arm to help its clients receive the best possible support from the legal profession. The core product of the service is legacy planning for individuals and businesses to allow them to safeguard their wealth and plan ahead for future events.
As trusted advisers True Bearing are used to working closely with their clients to understand their personal and business goals. Over time, they gain a detailed knowledge and understanding of the client’s financial position. Helping clients to protect their estate is another logical step in that role. Recognising there was a gap in the market for this, they have launched this new cost-effective and straightforward service. They work with some of the North’s leading Barristers to ensure inheritance distribution happens exactly as planned.
To date, two Barrister Intermediaries have been recruited to run the division, Debbie Newsham and Diane Bush. Debbie has been with the firm for the last twelve months trialling the service while Diane has recently joined and is currently sitting her accreditation exams. Both have an excellent track record and are experienced in all forms of legacy planning, instructing barristers on behalf of their clients in the range of services available.
Chairman of True Bearing, George Critchley, (pictured with Debbie and Diane) said: “Wills, trusts and all forms of estate planning are the corner stone of professional financial planning for our clients, the addition of an in-house legal services division has been created to provide genuine client centred financial planning which will prove to be a tremendous added value service for our advisers and clients alike.”