True Bearing Chartered Financial Planners has received notification of their UK Top 100 honour from leading industry publication New Model Adviser, who publish their list on an annual basis.
With 60 staff at their office on East Terrace Business Park, Euxton, Chorley, they provide a full suite of holistic financial planning services to private individuals and corporate businesses. Advising in areas such as pensions, investments, mortgages, protection cover, care fees and equity release the business has gone from strength to strength since its inception thirteen years ago.
The accolade recognises things such as profitability, the proportion of re-investment in to the business, along with qualifications, commitment to the profession, and more emphasis this year has been placed on the development of best practice.
This latest achievement comes after local wins earlier in the year for ‘Best Financial Firm’ at the Red Rose Awards, and ‘Professional Practice of the Year’ and ‘Excellence in CSR’ at the Be Inspired Business Awards.
Speaking about their recent listing, George Critchley, Chairman at True Bearing, commented: “This has been a fantastic year for the firm, with the culmination being the announcement of our inclusion in New Model Adviser’s Top 100 firms.
“To be listed as a Top 100 UK firm is fantastic news. We’ve worked relentlessly over the last thirteen years to develop the business and this acknowledgement has been the ultimate validation and recognition of our achievements.”