Testimonials

/Testimonials
Testimonials 2018-03-26T09:03:10+00:00
Jon Neale

“Excellent service from Jon Neale and True Bearing Chartered, people who really do know what they are doing . He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement. Perfect five star service from a company I would happily recommend to anyone”

Darran Wrigley – Manchester

Greg Dixon

“I have known Greg for several years, as he used to be my mother’s adviser. He found me a better deal on my mortgage where I have reduced my monthly outgoings.  He was also able to find a more suitable and less costly life and critical illness insurance policy.  The information that he has provided has always been very helpful and I would recommend him to anyone.”

Christine Champan – Cumbria

Les Gregory

“Because Les provides comprehensive and sound financial advice to me personally and to my family, I have no hesitation in recommending him when our clients ask us about pensions or investments.  Les’s friendly and approachable manner displays a wide knowledge of financial solutions, and he always explains in detail the options given, so that an educated decision can be made.”

Josie Smith, Accounts Matters Ltd – Lancaster

David Oversby

“We have dealt with David Oversby for the majority of our financial affairs for the last 10 years. We have found him to be professional and attentive at all times offering astute and accurate advice.”

Jo Blakeway, Radio Presenter,  Century FM

Rob Squibbs

“We have used Rob for advice in a number of different areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family and will continue to do so. He is a pleasure to deal with.”

G McDonald, Senior Project Manager, EC Harris – Leeds

Julie Castley

“For the first time, I can now look to a planned retirement in the safe knowledge that Julie has my needs in mind and can advise me instantly on how to deal with any unplanned occurrences. I have in turn recommended Julie to my family, friends and work colleagues as she shows honesty, reliability and a great determination to get the best for her clients.”

Tony Carden, Commercial Manager – Liverpool

Mark O'Neill

“After winning the National Lottery, I was looking for an established financial adviser with expertise in higher value wealth management.

My legal advisers introduced me to Mark O’Neill due to the reputation that he and True Bearing have for professionalism and plain-speaking advice.

Mark works with integrity and is very passionate about understanding my specific needs.  Unlike other firms I have dealt with, I feel that I have benefited from the independence of his advice and the bespoke service where he regularly reviews my planning.

My priorities were to grow my investments, obtain income and mitigate the effect of Inheritance Tax. Mark has achieved these aims and I would highly recommend him and his company.”

Anonymous

Mike Clarke

“Michael has been my IFA for some years, managing my SIPP and providing ongoing general investment advice.  Having used other companies previously, he came as a breath of fresh air.  His client care and attention to detail is absolutely superb, and following his advice at our regular reviews during each year has stood me in good stead as regards the performance of my SIPP, which has consistently been most satisfactory, despite the difficult financial times over the last couple or so years.

I always feel reassured that my investments are under regular scrutiny and he and his colleagues at True Bearing are very focused within the financial investment marketplace and constantly striving to seek new and improved solid investment opportunities. He has a client friendly demeanour, and  professionalism, that stands out. I unreservedly would recommend him to any prospective client, and feel sure you would not be disappointed, with the care and service provided. Keep up the good work Michael.”

John Wane Esq, McKendrick and Wane Ltd – Preston.