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An Associate Director with True Bearing Chartered Financial Planners, Jon, is extremely passionate about building long term relationships with his clients, founded on excellent service, integrity, and outstanding financial planning.
Jon is a Chartered Financial Planner & Pension Transfer Specialist and spends much of his time advising clients who are approaching retirement or have already retired. He has a particular focus on the following areas:
· High value/complex Pension and Investment Planning
· Inheritance Tax planning
· Working with both individual clients and business owners
Working across Northern England, Jon sits alongside his clients to create a financial plan to allow them to retire comfortably and protect their wealth.
Jon lives in Lancashire and enjoys spending time with his wife and three daughters. When time allows, he can be found enjoying sport including football, or walking in the great outdoors.
What my Clients say
After my initial meeting with Jon I realised that any concerns I had about pensions and investments would be alleviated. Jon has now provided a clear concise assessment of my needs on my impending retirement and I am delighted with the service he and True Bearing have given me. I would gladly recommend Jon to family, friends and colleagues.
Mike Morgan - St Helens
We have recently dealt with Jon Neale regarding a number of changes to an existing personal pension. It wasn’t a straightforward scenario and it has been a very stressful time for us with a number of factors at play, but Jon was professional, caring and extremely empathetic and he worked really hard to obtain the best possible outcome for us. He also kept us informed as to the progress every step along the way. Jon wasn’t just doing his job, he recognised us as individuals and is a credit to the company. Thank you Jon and thank you True Bearing.
Mark & Claire Ollett - Blackburn
Just to thank you again for meeting us last night and for providing us with your comprehensive report. Diane and I are now a lot more clearer about the level of income from our pensions and other financial investment that you recommended; so we can finally rest assured and get on with our lives without worrying too much about our finances for when we retire. ‘A big load off our minds’, thanks to you.
Mansour & Diane Vafai -, Manchester
Jon Neale is a person that you can trust and speak openly to during meetings at True Bearing Chartered Financial offices. Jon has a great ability on how to listen and understand your requirements, concerns and needs regarding pensions and financial planning for now and in the future. He explained everything about my pension options clearly and precisely at a pace that suited me. I am confident in the knowledge that I will have an income from them for my retirement.
Great service from a company I would happily recommend to anyone
Mike Howard – Bolton
Jon Neale has been our Financial Adviser for the past two years advising us on our pension planning. We now feel more at ease about our retirement as Jon has always provided us with clear, knowledgeable advice and helped to place our funds securely. Jon is always on hand to answer any questions we may have.
We would recommend Jon to anyone.
Mr and Mrs T - Halifax