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Mark assists clients throughout the North West with higher value or more complex financial planning in the following areas:
- Investments for income or growth
- Retirement Planning and Pensions
- Tax Efficient Investing
- Mitigating Inheritance Tax
- Care Fees Planning
Typically, Mark advises upon new and existing portfolios for values in excess of £1m from a practice built upon strong reputation.
With a passion to help you meet your financial objectives, Mark can create a bespoke financial plan which he regularly reviews for those looking to grow and protect their wealth. This often includes the latest cashflow modelling to bring alive your aspirations and ensure that you are on the right track.
A Fellow of the Personal Finance Society, Mark is one of the most qualified and experienced Chartered Financial Planners in the country advising on £60m of client assets.
As a founding Director he is also a SOLLA Accredited Later Life Adviser, so perfectly placed to assist with your Care Fees and Inheritance Tax Planning where he can liaise with your other professional advisers.
Please contact Mark for new investment advice or a second opinion upon your existing arrangements.
What my Clients say
After winning the National Lottery, I was looking for an established financial adviser with expertise in higher value wealth management.
My legal advisers introduced me to Mark O’Neill due to the reputation that he and True Bearing have for professionalism and plain-speaking advice.
Mark works with integrity and is very passionate about understanding my specific needs. Unlike other firms I have dealt with, I feel that I have benefited from the independence of his advice and the bespoke service where he regularly reviews my planning.
My priorities were to grow my investments, obtain income and mitigate the effect of Inheritance Tax. Mark has achieved these aims and I would highly recommend him and his company.
We were recommended to Mark by our Accountants in 2015 to review the assets and structure of our pension funds.
After subsequent meetings where Mark had listened to our needs and concerns, he was able to recommend a more suitable solution we have been extremely pleased with that has exceeded our expectations.
Mark has also been able to convey his impressive technical knowledge of pensions and investments into simple, clear terms where we have completely understood his recommendations.
It is a pleasure to work with Mark whom has also been able to liaise with our legal and accountancy advisers to make life easier for us. We also look forward to the regular review meetings where we meet to discuss our needs and examine the portfolio. His assistants are also extremely courteous and helpful.
Mark demonstrates all we could expect in a professional Financial Adviser and we can strongly endorse the advice and service that he and his company provide.
Mr & Mrs P Kiernan, Kiernan Construction
I transferred to Mark O’Neill at True Bearing because I was not getting regular reviews of my portfolio from my previous financial adviser. Now I get a half yearly review that is very comprehensive and meet with Mark whenever the need arises whether as part of the review or to discuss any current trends or recommendations. I am more than happy with the service provided. Mark helped me to transfer my pension fund to MetLife. This was a quite complicated procedure but, with his help, any problems that arose were dealt with by him efficiently.
Mr B., Retired Accountant – Keighley
Mark O'Neill has been my IFA for the last 6 years. He was recommended to me by a friend and I couldn't be happier with the service I've received.
Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life.
My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe hands.
I cannot recomend Mark's services highly enough!
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.
True Bearing have been acting on our behalf for ten years and have consistently given expert advice including retirement planning. We have always felt they have looked after our investments to achieve the best results in an ever changing market. Mark O’Neill and his team have built an excellent professional relationship with us and communicated clearly and supportively at all times.