Independent Financial Advisers continue ambitious growth plans

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New-starters_Jan-17v1-200x300 Independent Financial Advisers continue ambitious growth plans

Front row (l-r): George Critchley with Monica Harrison. Back row (l-r): Lauren Holderness and Brian Wallace.

One of the North West’s leading independent financial advice firms, True Bearing Chartered Financial Planners, has three new recruits as part of its ongoing expansion.

Brian Wallace joins the True Bearing Legal Services team as a Barrister Intermediary. He has previously spent a number of years in client services for a public sector body.  The Legal Services division was launched by True Bearing in January 2015 and has gone from strength to strength. Brian’s appointment will help with the ambitious growth plans for the Legal Services arm of the business.

Monica Harrison has recently joined the practice as an Independent Financial Adviser and brings with her a wealth of expertise in providing pension advice, investments, protection and inheritance tax planning for her clients.

Speaking about her appointment, Monica said: “I am really excited to be working with True Bearing. They have an excellent reputation for providing clients with an exceptional range of services and support, I hope my appointment will help continue this trend.”

Lauren Holderness, the most recent recruit, will be supporting the financial advisers of the practice as an Adviser Assistant. Having spent a number of years working in financial services, Lauren’s technical expertise will be of great benefit to the firm. She is eager to continue her professional development and is studying towards the Diploma in Regulated Financial Planning.

George Critchley, Chairman of True Bearing, said: “We are excited to welcome on board these new recruits. Each bring a wealth of expertise which will be of great benefit to our clients. I am confident they will be valued additions to the True Bearing team and will help with our ongoing development in the region. We are excited to continue our growth and these three new appointments will ensure that True Bearing is at the forefront of our profession.”

True Bearing has been going from strength to strength since its launch in 2003, advising companies and individuals throughout the UK. They have recently been named as a ‘Top 100 UK Adviser’ and collected The Red Rose Award for ‘Best Financial Firm’ and two Be Inspired Business Awards (BIBAs) for ‘Professional Practice of the Year’ and ‘Excellence in CSR’.

2017-05-10T14:28:24+00:00 January 27th, 2017|Categories: Featured News, News|