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Rob qualified as an IFA in 2003 and has been with True Bearing since then. He believes that everyone can benefit from good financial planning and good money habits. The financial services industry can be complicated and speaking to someone who can explain choices and options in plain English is invaluable. Making complex issues easy to understand and offering clarity in layman’s terms is at the heart of Rob’s approach to financial advice and planning.
With a natural flair for building rapport and encouraging discussion of their individual financial position, Rob is able to quickly form a clear understanding of his clients’ aims and financial affairs. This results in clear and effective advice, leading to long term relationships to help clients achieve their goals.
Specialising in areas such as building wealth, pensions and at retirement advice and investment planning, Rob considers that to have a financial plan and be the master of your own destiny is empowering.
In his spare time, Rob can be found spending time with his family and two young daughters. He enjoys watching sports, films and playing football.
What my Clients say
We found True Bearing through a search engine, as none of our friends could recommend a Financial Adviser.
This in itself was a bit daunting at first, in regards to placing trust in a company not personally recommended.
Rob soon put our minds at ease with his professionalism and thoroughness. We found him extremely knowledgeable with his advice on the best plan for my future pension.
We are now extremely confident that our investment is in a safe place, something that was lacking with our old plan.
We will have no hesitation of using True Bearing and Rob again. We would strongly recommend Rob to our friends and family.
N & E Harrison - Rochdale
Thank you so much for all your help and advice, without which we would not have made such wise decisions. The financial advice you gave us has been invaluable, however, it has been the pension advice in particular, which has and will make a huge difference to our future. We especially appreciated your honesty, friendliness and professionalism.
David and Beverley Hargreaves - Burnley
I was first introduced to Rob Squibbs approximately 18 months before retirement and Rob took my wife and I through a range of alternative investment opportunities. He helpfully produced a report which summarised our discussions and following on from that, we have made a range of investments assisted by Rob and True Bearing.
I have a great deal of confidence in the advice given by Rob and have happily recommended him to former colleagues approaching retirement. We continue to meet a couple of times per year, but I know he is available at any time should the need arise.
J Dell, Retired NHS Senior Manager - Burnley
Rob has been my financial adviser for a number of years after his services were recommended to me by a friend. He gives clear, comprehensive advice and has been able to guide me through the maze of financial products and the associated jargon. Through his skilled work and patience we have been able to simplify my retirement planning and set up several important investment instruments.
Rob is friendly, very approachable and I have absolute confidence that his advice will deliver against the plans we have agreed.
J Costello, Brand Manager - Oldham