Independent Financial Adviser, Jon Neale has been promoted to Associate Director; Jon joined the practice in 2012 and advises across a broad range of areas with a particular focus on working closely with clients to protect and build their wealth.
His colleague, Leanne Mellor who joined True Bearing in 2008, has now been promoted to Senior Adviser Assistant in recognition of her hard work and client commitment.
Chairman, George Critchley, commented on the promotions: “We are delighted to be able to acknowledge their contribution to the firm so far. As a firm we constantly focus on identifying and promoting individuals at all levels, who are not only significantly involved to our existing business but who are also showing the necessary initiative and commitment to help grow and develop the firm for the future.”
In addition to the promotions True Bearing has recently recruited an additional Adviser Assistant. Caroline Herbert joins the firm with significant financial services experience and will provide administrative support to True Bearing’s Financial Advisers.