Peter Ashcroft

//Peter Ashcroft
Peter Ashcroft 2017-08-16T12:10:48+00:00

Project Description

DipFA, CeRER, CeMAP, Independent Financial Adviser
Areas Covered: Chorley, Preston, Wigan, Lancashire

  • 584841397 Peter Ashcroft
Peter has a wealth of experience in the financial services industry. Before joining True Bearing in 2015 he spent 12 years with a main stream high street bank as a Senior Financial Advisor and a further 3 years as a Director and Adviser with an advisory firm which he founded. Peter has extensive industry knowledge and a proven track record of “right first time” advice for his clients. In addition, he has been responsible for the training, coaching and regulatory compliance of other financial advisers at various times throughout his career.

Peter puts his clients at the centre of everything he does. He puts his success down to a sound understanding of his client’s financial position and their likely future position. He takes time to understand what clients are trying to achieve in both the short and longer term, and he gains an immense amount of job satisfaction from creating a financial plan that helps them to achieve their financial goals.

Working at True Bearing Chartered, a company with an ethos which reflects his own beliefs, Peter is now working towards personal chartered status.

Married with two sons, family life and values are important to Peter. Weekends are family-orientated and include regular camping trips and lots of walks with the family pet dog, Charlie. A pool enthusiast, Peter plays in the Chorley and District Pool League, with his team recently winning their winter division undefeated.

For Advice On:

  • Retirement Planning Advice
  • Investments
  • Pension Advice
  • Protection Planning
  • Income Replacement

Qualifications:

DipFA – Diploma for Financial Advisers

CeMAP – Certificate in Mortgage Advice and Practice

CeRER – Certificate in Regulated Equity Release

“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 True Bearing. My personal circumstances were catered for by my Independent Advisor, 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 advisor 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.”

Miss R, Chorley

Peter-Ashcroft-201x300 Peter Ashcroft
Peter AshcroftIndependent Financial Adviser
Office: 01257 260011
Mobile: 07515 928152
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