Barclays advised me to obtain independent advice regarding monies invested in their company.
Frank Tunstall of True Bearing, listened to all our financial circumstances i.e. income and expenditure. He then issued an Investment recommendation report and explained it fully and in layman terms so we both understood.
Frank was patient in explaining all the items in the report. He made us feel at ease and made sure we understood everything in it however long it took to sink in.
What Frank did from start to finish was 110%, we could not be more happy with our service. We could not have been looked after any better THANKS FRANK.
Lancashire (via VouchedFor)
Having retired from work. I needed help with my pensions and investments. My close friend recommended Frank Tunstall of True Bearing as he had helped her husband.
Frank, on his initial visit, was so friendly, and this allowed me to feel comfortable. He explained everything in great detail, answered many relevant questions and informed me about different investment options.
Following this, he took all pressure away and he transferred my pensions. I have had updates and know I can contact him whenever I need.
Frank is a lovely gentleman, and I am happy he is looking after my account. I am a cautious investor but am happy with my increased finances in the past two years.
Merseyside (via VouchedFor)
We had a couple of pensions and we wanted to ensure that they were invested correctly to suit our needs. Frank advised combining the pensions and transferring the funds to a different pension provider, thus reducing the financial risk. Frank explained everything clearly to us and he was very approachable and thorough.
Gary Donnelly, Ormskirk (via vouchedfor).
I was made redundant after 38 years and didn't know what to do with my money. Frank helped me to put my money where it would work for me and my circumstances. I know exactly what I can spend on a monthly basis and what money to use and when until I need to take my pension. I now have a plan in place for the next 10 years until I reach 65 and do not have to worry.
Alida Lloyd, Runcorn (via vouchedfor).
I had no idea what to do with 2 pensions that I was holding and needed to understand the best way forward to maximise the amount of money/pension I can have in the future. Frank answered all my questions in a language I understood. Very little pension jargon, which I do not understand. If Frank could see I didn't understand he would explain again until I understood what I was looking at. Frank has been more than helpful and has saved me thousands. I was more than pleased with the help and advice Frank gave me.