Are you looking for an Independent Financial Adviser in Southport or the surrounding area? True Bearing Chartered Financial Planners have many clients in the Southport area.

We provide quality Financial Planning and Advice to clients of all ages. Our financial advisers in Southport are readily available to help with your financial planning requirements, with a no-obligation initial meeting.

Our Independent Financial Advisers in Southport are Jon Neale and Emma Craig, both of whom are delighted to advise residents within the seaside town of Southport. You may also recognise Jon’s face from our many features in Local Life West Lancashire magazine!

Types of financial advice in Southport

True Bearing Chartered Financial Planners have a long history of providing retirement advice to the employees of companies within the Southport area, including the local colleges. When it comes to advising private clients, both our financial advisers in Southport have young families, so they understand the importance of the stability and security that good financial planning can allow. Both our financial advisers in Southport have years of experience providing financial advice in many 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 Southport IFAs

If you would welcome some professional guidance with your finances and would like to speak to one of our independent financial advisers in Southport, or a Chartered Financial Planner please leave your details, and we will be in touch very quickly. Your first appointment is at our expense.

What our Clients say

Mike Howard, Bolton

Our Adviser team

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

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