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.