John Brady

John Brady 2017-08-16T11:50:53+00:00

Project Description

DipPFS, Independent Financial Adviser
Areas Covered: Central Lancashire, Manchester, Liverpool, Wigan, St Helens, Blackburn, Darwen.

  • 1001337073 John Brady
John has worked in the financial sector since 1988. Born in Glasgow, his family moved to the North West when John was a boy and his family roots are most definitely in Preston. John studied languages and Maths at Cardinal Newman College.

For over 10 years he worked with a number of well-established savings and investment businesses, where he provided technical support to independent financial advisers. Fulfilling a career in the independent financial advice arena was always high on his agenda, and when the time was right for him to leave, John began to train towards becoming a financial adviser. The rest, as they say, is history.
Specialising in mortgages, pensions, investments, savings and equity release, John thrives on working as an independent financial adviser. At True Bearing, he can now consider the whole of the market when recommending clients the best financial solution to suit their needs.

Highly motivated, John uses his experience to help clients to achieve their financial objectives. He takes great satisfaction in knowing that the advice he gives to clients will help to improve the quality of their lives.

John is a people person. Those close to him describe, a kind man. John is a good listener, always courteous, and he has a real eye for detail. Most of all his personality is one of enthusiasm.

John first heard of True Bearing Chartered through the recommendation of a friend. He waited 12 months for the right opportunity, clearly showing his belief that the firm was the right move for him. Patience is certainly high up on his list of virtues.

Married with two daughters, family plays an important role in John’s life. Having represented Preston Schools and Colleges, and Preston Town at amateur football level many years ago, John now prefers the gentler pursuits of golf and snooker.

For Advice On:

  • Investments
  • Pension and Retirement Options Life Assurance
  • Equity Release
  • Life and Critical Illness Assurance
  • Protecting Income
  • Inheritance Tax Solutions

Qualifications:

CF1 – UK financial services, registration and ethics
CF2 – Investment and risk
CF3 – Financial Protection
CF6 – Certificate in Mortgage Advice
J01 – Personal Tax
R01 – Financial Services, regulation and ethics
R02 – Investment principles and risk
R04 – Pensions and retirement planning
R06 – Financial planning process

“As I approached the time when I knew it was right to retire.  I knew the decision to select the right person to ensure the best possible steps were taken, to provide me and my family with secure financial planning was going to be critical.  That decision was made easy having met John Brady from True Bearing Chartered Financial Planners.

“His client friendly listening skills, attention to detail and professionalism, have given me immense confidence in my pension planning decisions. His down to earth honesty, reliability and a great determination to get the best for me, means I have no hesitation in recommending him to any prospective client, and feel sure they would not be disappointed.

“He explained everything about my pensions clearly and precisely.  I am secure in the knowledge, that I can now look forward to a planned retirement knowing that John has my needs in mind and can advise me. I feel reassured that my investments are under regular scrutiny and John his colleagues at True Bearing are very focused within the financial investment.”

Joe Ashton, Cheshire

“On first meeting with John Brady we were immediately at ease and felt extremely confident taking advice from him on the best way to invest for our future. He explained everything clearly and left us in no doubt we were dealing with a very professional and approachable person. It is reassuring to know that should our circumstances change at any time, John will always be on hand to put our minds at rest.”

Frank and Linda Baker

 

“I would truly like to thank John Brady and the True Bearing team for giving me open, honest and really good advice on my pensions. I had previously been to numerous advisors who could not seem to be able to give me a straight answer on what to do with my “pension pots” John took away all the stress and managed to create a pension environment anyone could understand without any hard sell or pressure.

“I would heartily recommend True Bearing and especially John Brady to any of my friends and family.”

John-Brady_1000x667-200x300 John Brady
John BradyIndependent Financial Adviser
Office: 01257 260011
Mobile: 07907 935574
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