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George is passionate about bringing high quality, face-to-face independent advice to clients throughout the North West. Preston-born, George formed the company in 2003 after advising clients, managing advisers and owning a previous IFA firm. George holds the Diploma in Management Studies (DMS) in addition to his degree and advisory qualifications.
George’s ambition for True Bearing is clear – to be the North West’s premier Chartered Financial Planning firm. To achieve this, the firm set out to perform consistently to extraordinarily high standards in order to meet clients’ needs. In addition, through his inspired leadership and the commitment of the whole team, True Bearing is now perceived as the most highly qualified chartered financial planning firm in the North West.
George retired from advising in February 2012. Together with his fellow directors and management team, he is focused entirely on developing the firm. George is the creator and Senior Partner of Pennine Wealth Solutions LLP – an exciting and new investment opportunity for Financial Advisers and their clients. He is also the creator and founder of Bread and Butter Advice Limited – an online bespoke financial planning advisory service.
What Our Clients say
Testimonials
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.
G McDonald
- Senior Project Manager, EC Harris – Leeds
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
Darran Wrigley
- Manchester
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!
Morris Harding - Bradford
I was referred to Emma Craig at True Bearing by my Chartered Accountant for Independent Financial Advice. Specifically to help with a number of old pensions and advice on a new Investment. Emma was open, honest and professional. She explained the process, the fees and what was achievable and why. Emma asked about my values and ensured my investments were aligned with them and she recommended a pension which was more appropriate for my needs.
I was so happy with the service I referred my mother to Emma for Investment advice. Emma is now our trusted family financial adviser. I would not hesitate to recommend her services again.
Mrs Sarkar - London
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.
E Brennan - Southport
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.
