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A financial adviser since 1997, Kristan joined True Bearing from one of the UK’s largest advisory firms citing a desire to return to a company which encourages advisers to adopt a more personal and local approach with clients.
The vast majority of Kristan’s clients have been with him for a number of years. He has a passion for looking after their financial planning needs through whatever twists and turns their lives take, and to help them build, protect, enjoy and ultimately pass on the wealth they have worked hard to save. He particularly enjoys employing his tax-planning experience to help clients minimise their tax burden, always with the emphasis on simplicity and safety.
Additionally, Kristan has a great deal of experience working both with and within accountancy firms and recognises the benefits this approach can bring, not least to clients. He is keen to develop opportunities for business growth working with accountants to bring a more holistic service to their clients.
Outside of work, Kristan enjoys spending time with his young family, and when time allows, blowing away the cobwebs with triathlons and mountain bike racing.
What Our Clients say
We have used Rob for advice in a number of different areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family and will continue to do so. He is a pleasure to deal with.
G McDonald - Senior Project Manager, EC Harris – Leeds
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
Neil was very friendly, practical, honest and realistic. This has helped me control my finances and also many aspects of my future. 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!
Morris Harding - Bradford
I would just like to let you know how much I appreciate John’s support with my investments. As someone who lacks confidence with all financial matters, it is so reassuring to have someone like John, who I can rely on with complete confidence to guide me on such important matters. He always comes with a cheery smile and he is always patient and happy to take time to explain figures and options to me.
I continue to be grateful for the support True Bearing have shown since the death of my husband, Russell, who was an adviser with you before he passed away.
E Brennan - Southport
I wanted to just give you a bit of feedback from a pre-retirement workshop I attended recently, which I then followed up with a 1:1 session with Michael Hawthorne. I thought Michael’s style at both sessions was incredibly professional, friendly and welcoming. Michael was certainly very well versed in all financial matters relating to pensions as well as having a wealth of knowledge around retirement in general and how best to approach that aspect of ones life. His delivery style was very comforting and friendly and he was more than happy to answer any and all questions I had and able to explore topics in more detail as we drilled down into them.
Overall, a great session and follow up meeting and I can say for sure that Michael is most definitely a great asset to your company.
Tony M - Liverpool
Thank you very much Brian, for the very helpful information that you gave me to enable me to construct my Will covering all the different elements in the most suitable way. Thank you again.
Mark O’Neill at True Bearing was recommended to me by my daughter. As a solicitor she was very careful in her recommendation, Mark came highly regarded. Mark is very knowledgeable and also shows considerable empathy. My portfolio has been put together to meet my future financial needs. Time was taken to consider my options and I have received very regular updates. The home visits have been particularly helpful as during our convivial conversations Mark was able to gauge my requirements. As a “ newcomer “ to financial planning I feel very confident in True Bearing , Mark and the team.
I would like to pay a compliment to Mark Peary whose advice, first class knowledge and complete attention made the whole process totally undaunting. It's not often when dealing with companies these days that you do get to feel listened to and advised accordingly, but I have complete trust in Mark. His pleasant manner and gentle sense of humour made him a pleasure to deal with. I really felt like his professional pride made even this small job important to him. Thank you so much, Mark; your support and guidance have really meant so much. You are outstanding at what you do - professional manner, knowledge in your area and your personal skills in working with the public.
I found out about True Bearing at an NHS retirement seminar over 8 years ago. I was very impressed. They have been looking after my finances and retirement pension ever since. John Addis has used his expert knowledge to advise us on all aspects of financial planning and management including the investment of our savings and pensions. As a result, our finances are in great shape and we have no worries. He is always available for advice and keeps us updated regularly. Thank you, John!
I Wolfenden, Liverpool