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With almost 20 years in the financial services industry, Chris possesses a genuine desire to provide high quality financial advice.
Chris specialises in Lifestyle Financial Planning, which goes beyond the traditional by putting lifestyle before money. He takes the time to identify, understand, and prioritise the goals and values that are important to his client. This vision becomes the core element of the financial advice he provides.
In his own words: “Financial advice should not be just about the money. In my many years of financial planning experience I have seen people focus on accumulating additional wealth. Frequently, one of two things happened. It was never enough or they didn’t experience the happiness they expected. You need to go beyond the numbers and understand how to employ your financial resources to bring you closer to the lifestyle that supports long term happiness.”
Outside of work, Chris is based in the Lancashire village of Croston and enjoys family time and travel as well as playing football, cricket and golf.
What my Clients say
I just wanted to express my sincere thanks for the tremendous effort and work you have put into organising and re-arranging my retirement funds.
When I came to you I was completely confused and concerned as to what payments I was making, where they were going and how much I was likely to receive upon retirement. Your professionalism throughout was impeccable but what has impressed me the most, about your service, is that I am only a small client for you but you still gave me time, respect and attention.For the first time in 10 years I now know what to expect when I retire and know of the options available to me for future investment.
I also feel completely comfortable in knowing that I now have someone that I trust who will continue to monitor my funds’ future performance. I cannot recommend your services highly enough and would suggest that anyone who is unsure about their financial future contact you.
M Holman, BNI Director - St Helens
I was first introduced to Chris by our accountants Hayes and Co to discuss options regarding my pension. I found Chris very easy to deal with and he offered some great advice which I acted upon. He clearly knows his stuff and I would have no hesitation in recommending him to others.
Paul Slone, MD, Universal Cooling Ltd - Accrington
I would like to put on record my thanks to Chris Speak of True Bearing Limited for putting my family’s life in order.
Having two young children the time had come for us to plan properly for the future, something that was both daunting and a little overwhelming. We were pleased that Chris took the time to evaluate our current financial status and help us understand what our goals are in life, both for ourselves and for our children.Thanks to Chris we are now able to focus on our goals, safe in the knowledge that our financial affairs are in good hands.
I have no hesitation in recommending his services.
Simon Whittaker, Sagar Insurances - Accrington