Susan Peary (Managing Director) and Helen Lupton (Compliance Director) have been promoted to the Board at True Bearing Chartered Financial Planning.
George Critchley, Chairman, said: “Sue and Helen are exceptional in their fields. Both are skilled, disciplined and show strong leadership. This is a key stage in our development as an industry leader. A decade ago we said if we could just give good advice and good service, we’d be almost unique in the financial services world. Ten years later that is even more true! Our aim was and still is to be the Premier Chartered Financial Planning firm in the North West. “