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We have used Rob for advice in a number of different areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family and will continue to do so. He is a pleasure to deal with.
Excellent service from Jon Neale and True Bearing Chartered, people who really do know what they are doing . He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement. Perfect five star service from a company I would happily recommend to anyone
Neil was very friendly, practical, honest and realistic. This has helped me control my finances and also many aspects of my future. He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement.
Perfect five star service from a company I would happily recommend to anyone!
I would just like to let you know how much I appreciate John’s support with my investments. As someone who lacks confidence with all financial matters, it is so reassuring to have someone like John, who I can rely on with complete confidence to guide me on such important matters. He always comes with a cheery smile and he is always patient and happy to take time to explain figures and options to me.
I continue to be grateful for the support True Bearing have shown since the death of my husband, Russell, who was an adviser with you before he passed away.
I wanted to just give you a bit of feedback from a pre-retirement workshop I attended recently, which I then followed up with a 1:1 session with Michael Hawthorne. I thought Michael’s style at both sessions was incredibly professional, friendly and welcoming. Michael was certainly very well versed in all financial matters relating to pensions as well as having a wealth of knowledge around retirement in general and how best to approach that aspect of ones life. His delivery style was very comforting and friendly and he was more than happy to answer any and all questions I had and able to explore topics in more detail as we drilled down into them.
Overall, a great session and follow up meeting and I can say for sure that Michael is most definitely a great asset to your company.
Thank you very much Brian, for the very helpful information that you gave me to enable me to construct my Will covering all the different elements in the most suitable way. Thank you again.
Mark O’Neill at True Bearing was recommended to me by my daughter. As a solicitor she was very careful in her recommendation, Mark came highly regarded. Mark is very knowledgeable and also shows considerable empathy. My portfolio has been put together to meet my future financial needs. Time was taken to consider my options and I have received very regular updates. The home visits have been particularly helpful as during our convivial conversations Mark was able to gauge my requirements. As a “ newcomer “ to financial planning I feel very confident in True Bearing , Mark and the team.
George Critchley, CHAIRMAN
Just a Simple Northerner
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