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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.
My Accreditations
What my Clients say
Testimonials
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.
Anonymous
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
I was recommended to Mark O'Neill by my accountant over six years ago as an established and highly qualified independent financial adviser. During this time Mark has grown my investments and helped to save my estate inheritance tax with his specialist planning.
I have particularly benefited from the regular review meetings that Mark provides with intelligent, yet down to earth insight on financial matters. His knowledge, integrity and professionalism are exemplary which I trust implicitly.
I cannot recommend Mark and True Bearing highly enough to anyone wishing to review or invest substantial wealth for peace of mind.
Mrs Hilary Johns – Lytham
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.
