Testimonials

/Testimonials
Testimonials2018-10-02T07:41:00+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

Mike Hawthorne

“We gave Mike a challenging target for our retirement plan which he has worked to deliver in the most tax efficient way possible. He calmly and clearly explains everything that requires consideration and action and has regularly reviewed and presented his updates to us in a clear and helpful manner. He is clearly highly knowledgeable and has a high level of expertise coupled with high standards and expectations. He inspires confidence in his proposals it has been a pleasure to have Mike work on our plans. I have no hesitation in recommending Mike for retirement planning.”

Stewart Kirk

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

“I have received an excellent service from Lorraine at True Bearing Chartered Financial Planners. She is friendly, professional and works tirelessly to provide me with honest, sound advice on my savings and investments. She has also arranged for me to receive a monthly income from my investments.

Lorraine patiently explains any recommendations in words that I can understand and I am confident in the knowledge that she works in my best interest. It is such a relief to know she is only a phone call away if anything unexpected crops up and I need her advice. Her enthusiasm and reliability makes it a pleasure to do business with her.

I can now look forward to my retirement, safe in the knowledge that Lorraine will look after me and my finances in the future, which is a wonderful feeling.

I have recommended Lorraine and True Bearing to my friends and family and to anyone who wants a truly outstanding professional financial service and peace of mind.

Rita Keeling

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.