Living in Preston, Jon advises clients in the North West and London. He provides high quality Financial Planning to Business Owners, Professionals and Entrepreneurs. Jon can often be heard telling clients that money is neither interesting nor important; it simply enables you to do interesting and important things.
In his words: “We work hard to earn the money we need to live the life we want, but how much will be enough? How much do we need behind us to live the life we want and never run out of money.
Using tried and tested solutions and cutting edge research technology Jon works closely with his clients to provide that at all times and in all circumstances they can do the interesting and important things in their lives.
Jon and his wife Morgana have their hands full with two young daughters, which whilst challenging is always great fun. Jon is also a keen musician and used to play bass guitar in a number of bands.
Jon has been delivering CPD to Dentists all over the North West as part of his commitment to Dental Professionals. This covers areas of Financial Planning specific to Dentists and their ever changing professional arena.
For Advice On:
Corporate Financial Planning
Critical Illness/Life Assurance
Diploma in Financial Planning
Financial Planning Certificate
Certificate in Life & Pensions
AF3 – Pension Planning
AF5 – Financial Planning Process
CeFA1 Introduction to Financial Services and Products
CF1 – UK Financial Services, Regulation and Ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
J01 – Personal Tax
R02 – Investment Principles
R04 – Pensions and Retirement Planning
R06 – Financial Planning Process
“Jon Doyle at True Bearing has been helping us with our financial planning for the last couple of years. After a difficult time with another financial advisor we have always found Jon to be a straightforward and reliable source of commonsense advice for us as we navigate the increasingly complex world of personal financial planning.”
Dave & Anne
“Jon has acted for my wife and I with regard to our pensions, life assurance and financial planning since 2012. He also acts for many of my clients from which I receive excellent feedback as to his professionalism and expertise. What sets Jon aside from others in this industry is that he takes considerable time and effort to get to know you and your situation before offering any advice. It is usually on this basis that I recommend him to my clients, family and friends.”
Whitehead & Aldrich
“We are very happy with Jon Doyle and True Bearing for their help and advise in investing our money.”
Peter and Anne, Bolton
“We have worked with Jon Doyle as our financial adviser for a number of years. He has always listened to and worked with us, to achieve the sorts of solutions we want. His sound advice has enabled us to consolidate our finances into good solid investment opportunities and to achieve good growth rates. We appreciate our regular planning reviews with Jon – he is friendly and professional and always gives us clear explanations about our finances and options. We would have no hesitation in recommending Jon’s excellent services to other True Bearing clients.”
Chris & Laura Lennox, Chorley