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Peter has 20 years of experience within the financial services industry, particularly focusing on the areas of Pension and Retirement Planning, Investments, Tax Planning and Protection. He became an IFA as he wanted to be able to offer his clients completely unbiased advice, with solutions from the whole of the market.
Everybody aspires for an affluent and successful future for their families’ and children. Peter strongly believes that having enough money isn’t about luck and is perfectly within reach for most people, with the right planning in place and regular reviews.
From meeting a client for the first time, to hearing their delight years later when they retire early, every meeting is an opportunity for Peter to better understand his clients on a personal level and help them to achieve their life goals. Fostering long-term relationships and helping his clients through tough times and celebrating the good are the most rewarding parts of Peter’s role as an Independent Financial Adviser.
Peter’s family are the centre of his free time. Whether its travelling and seeing the many stunning parts of the UK or long dog walks, the great outdoors is usually involved in family activities.
What my Clients say
Testimonials
Peter Ashcroft is an adviser with a difference. Each of his meetings with me was immaculately researched and prepared and his sheer knowledge and experience inspired enormous confidence. His patient explanations and suggestions for improving my modest investments were crystal clear and couched in terms I could understand, containing not one word of jargon. He kept me informed at every step of the entire process, and not for a moment was I left wondering what would happen next. All this far exceeded my expectations.
Peter’s passion is to provide nothing less than a first class service and this obviously resonates with the ethic of the management team at True Bearing. This standard of service is extremely rare in these days and as such, I would be delighted to recommend Peter Ashcroft and True Bearing at any and every opportunity.
Mrs Givens - Chorley
I had no previous knowledge of True Bearing Ltd before I contacted them, Mr Peter Ashcroft was assigned to come to my home and review my request for financial help and advice. Peter was very friendly, polite and arrived as pre-arranged on-time.
Our first appointment he listened to what I was looking for as a package and it was very obvious to me that he was the right person to work with, there was no hard sell and I felt at ease talking to Peter. Peter put a package together that exceeded my expectations and I was more than happy to proceed. I have every confidence in the advice and package provided and I’m confident that my monies have been professionally invested.
Mr C - Oldham
I have been very happy with the service provided by Peter Ashcroft at True Bearing Chartered Financial Planners. My personal circumstances were catered for by my Independent Adviser, who explained everything to me in detail making absolutely certain that I fully understood all my options. A tailor made portfolio was then put together for me.
My adviser also stressed that should I have any queries at all, I should not hesitate to contact him.
It gives me peace of mind to know that my finances are now being dealt with to my advantage.
