For those looking for an Independent Financial Adviser in Liverpool, The Wirral or Merseyside areas, True Bearing Chartered Financial Planners can help.

Established in 2013, we have many clients across the region, offering expert financial advice to clients from all walks of life, exclusively from our independent financial advisers in Liverpool and the surrounding areas.

Independent Financial Advisers in Liverpool and the surrounding areas

Lorraine Galley, Independent Financial Adviser and Associate Director has been providing financial advice to NHS workers at many local hospitals for the last five years. This has been through the Pre-Retirement workshops offered by True Bearing Chartered Financial Planners.

Merseyside based Emma Craig; Independent Financial Adviser is a respected and longstanding member of her local Business Network International community. She is, therefore, perfectly placed to advise on all types of business financial planning matters. Additionally, she has a young family, so she understands the need to ensure your family’s financial stability for the future.

Our independent financial advisers in Liverpool, the Wirral and Merseyside areas are always on-hand to offer expert, unbiased financial advice in a number of different financial disciplines.

Types of Financial Advice in Liverpool, The Wirral and Merseyside areas

You may be thinking of taking financial advice to review your pension provision, or you may wish to look at your investments. Our independent financial advisers in Liverpool and the surrounding areas have years of experience in offering financial advice and is qualified to provide advice in a variety of areas including:

  • Pensions and Retirement Planning

  • Investments

  • Tax Planning

  • Mortgages

  • Protection

  • Care Fees Planning

  • Equity Release

  • Business and Corporate

  • Trust and Estate Planning

Contact our Liverpool and Merseyside IFAs

If you wish to speak to Emma, Lorraine, or any of our Independent Financial Advisers in the Liverpool area with regards to a new arrangement or wish to review your existing financial planning then please leave your details or call 01257 260011 and we will contact you shortly. Your first appointment is at our expense and is without obligation.

What our Clients say

I have received an excellent service from Lorraine at True Bearing Chartered Financial Planners. She is friendly, professional and works tirelessly to provide me with honest, sound advice on my savings and investments. She has also arranged for me to receive a monthly income from my investments.

Rita Keeling

Our Adviser team

Take the right direction for Financial Advice
Call us on: 01257 260011, email: or click below to send an enquiry

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