True Bearing Chartered Financial Planners has received notification that for a second year running they are being honoured by the leading industry publication New Model Advisor as being one of the UK’s Top 100 Financial Advisors.
Based in East Terrace Business Park, Euxton, Chorley, True Bearing has seen continued growth and is now employing over 60 staff. They provide a full suite of holistic financial planning services to private individuals and corporate businesses. They advise in areas such as pensions, investments, mortgages, protection cover, care fees and equity release.
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.
Speaking about their recent listing, George Critchley, Chairman at True Bearing, commented: “This has been another fantastic year for the firm, with the culmination being the announcement once again of our inclusion in New Model Adviser’s Top 100 firms after our award wins.”
“To be listed as a Top 100 UK firm for a second consecutive year is fantastic news. We’ve continued to work relentlessly over the last fourteen years to develop the business and this acknowledgement has been the ultimate validation and recognition of our achievements.”