Jon Neale2020-06-02T11:52:46+00:00

Project Description

APFS, Chartered Financial Planner
Areas Covered: Central Lancashire, East Lancashire, Bolton,  and Manchester

An Associate Director with True Bearing Chartered Financial Planners, Jon, is extremely passionate about building long term relationships with clients, founded on excellent service, integrity, and outstanding financial planning.

Jon is a Chartered Financial Planner, the most widely accepted “gold standard” qualification available for professional financial planners and advisers in the United Kingdom. Awarded by the Chartered Insurance Institute, the qualification promotes the highest standards of integrity, technical competence, and business capability.

An Associate of the Personal Finance Society, Jon prides himself in offering jargon free, long term financial planning which incorporates regular review meetings. His clients’ goals and aspirations are at the heart of the service and they particularly appreciate his ability to empathise with their fears, concerns, and aspirations.

Joining True Bearing Chartered in 2008, he decided that they are a company that put clients at the core of their business and have strong ethics, and Jon wanted to be an integral part of that.

Working across the Northern region, Jon is passionate about delivering first class, bespoke independent financial advice, and creates financial plans based on his clients’ individual circumstances and needs. He advises across a broad range of areas, with a particular focus on working closely with clients to protect and build their wealth to help them achieve their lifetime goals and ambitions.

Jon also commits much of his time to advising clients who are both approaching and currently in retirement. This includes giving advice on the different options available to them as well as maximising their income to provide peace of mind and security in later life. Jon works in partnership with a local accountant where he advises and creates financial plans for business owners and senior employees.

Jon’s early career began and developed with HSBC. Alongside being Chartered, he also holds the Pension Transfer Specialist Qualification. He is always eager to accelerate his knowledge through further study and qualifications and his future plans include achieving Fellowship of the Personal Finance Society.

Away from the office, the majority of Jon’s time is spent with his wife, Michelle, and their three daughters. Jon lives in Pleasington and in his spare time he enjoys walking and sports, including football.

For Advice On:

Corporate Financial Planning
Savings/Investments
Retirement Planning/Options
Inheritance Tax Planning
Income Protection
Critical Illness/Life Assurance
Care Fees Planning

Qualifications:

Diploma in Financial Planning
Financial Planning Certificate
Award in Pensions Update
Certificate in Life & Pensions
Award in Long Term Care Insurance

AF1 – Personal Tax and Trust Planning
AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process

CF1 – UK Financial Services, Regulation and Ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 –  Integrated Financial Planning
CF8 – Long Term Care Insurance

FP1 – Financial Planning Certificate
FP3 – Financial Planning Certificate
FP2 – Financial Planning Certificate

J04 – Pension Funding Options
J06 – Investment Principles, Market and Environment

R01 – Regulation and Ethics
RO5 – Financial Protection
R06 – Financial Planning Process
R08 – Pension Update

“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

 

“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

“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

“Can I express our gratitude and complete professional handling of a very difficult matter of money. Jon made us feel at ease and his understanding of the financial sector is second to none. He was able the make headway in to our pensions and financial situation where we were unable to. Came up with a plan and projection of our future that we both thought was impossible. Putting the difficult jargon and procedures into laymans terms so we were able to understand and see what it meant for us. In short, he was able to formulate a plan of action and put us in touch with the relevant people to start our new financial future. Giving us peace of mind and relief of stress and money worries. We look forward to a future working with Jon and his team in the long term future. Many thanks to all who made our experience and future plan materialise and look forward to implementing it with Jon and his team. Many thanks to all.”

Christine and Terry, Burnley

“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 Vafaie, Manchester

My wife and I were very impressed by Jon’s Professionalism and attention to detail.

“Jon’s help in setting up a pension for my wife, moving and consolidating my smaller private pensions to a more flexible pension scheme and advising  on my works pension have been invaluable. I would certainly recommend using Jon’s services and look forward to an ongoing relationship with him and True Bearing.”

Mr G Rance, 

“Jon 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

“Some time ago we accepted an invitation at my place of work to attend a seminar relating to a variety of topics, In particular, Pensions, Will writing and Power of Attorney.

“After attending the seminar, we were pleasantly surprised at the amount of information we received and how much of it actually applied to us. We felt confident enough to have a representative from ‘True Bearing’ visit us at home.

“Mr Jon Neale called and having looked at our current standard of living as a starting point, he was able to establish what our future requirements might be. (According to our pension and future income) Subsequently we compiled an income and expenditure list and were then able to plan accurately what realistic expectations would be provided by our current pensions. Jon was extremely professional from start to finish. He offered the appropriate advice in response to our questions. It was a worthwhile exercise and we feel something we should have addressed a long time ago. He was able to tell us how best to exploit the pensions we have and to take full advantage in order to maximise our present and future incomes. As a result of Jon’s visit (he specialised in pensions) we are asking another member of ‘True Bearing’ to call in relation to Wills and power of attorney. I have every confidence in them.”

Mr and Mrs Murray, Manchester

“In the years that Jon has been advising me on my financial affairs, he has always been thoughtful and insightful with regard to my needs. He has consistently offered sound and appropriate financial advice in an easy to understand way that enables me to make informed decisions. He always considers my personal circumstances and attitude towards risk. He is prepared to spend time discussing, explaining and exploring different opportunities for investment with me and his knowledge of the financial marketplace has resulted in establishing a broad based portfolio of investments for me.I think of Jon as much as a friend and advisor who I can turn to for any number of matters and be confident of his understanding and professionalism. He has proven time and time again to go well beyond the expected service of a typical IFA. I fully expect Jon to figure in my financial needs for many years to come.”

Mary M. Chorley

“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

Jon Neale
Jon NealeChartered Financial Planner
Office: 01257 260011
Mobile: 07971 275114
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