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At True Bearing, we are committed to providing the very best independent financial advice to each and every one of our clients. We can help you achieve the financial goals you set for yourself and provide peace of mind that your finances are being looked after with care.
Established in 2003, True Bearing is a Chartered financial planning firm with a track record of real success. We provide tailored financial planning services on pensions, investments, financial protection, inheritance tax planning and much more, working with more than 7,000 individuals and business clients throughout the North West and the UK.
We were awarded our prestigious Chartered status by the Chartered Insurance Institute (CII) in 2010, an exclusive title given to only a select group of IFA firms that meet the CII’s highest standards of professionalism and capability. What’s more, we have been trusted by our clients to invest over £569 million on their behalf.
Since then, we have remained dedicated to providing responsive, supportive and personalised financial advice to all those who rely on us. We know that every single one of our clients is an individual on their own journey, with their own goals, and we pledge to use our industry-leading knowledge of all areas of financial planning to help you turn these dreams into reality.
Why Choose True Bearing?
At True Bearing, we provide high-quality advice to help you, your family and your business grow your wealth and keep your finances safe and secure. Here’s how we do what we do:
We are truly independent in our advice and our ownership
Unlike some financial advisers, we have no ties to any investment firm, insurance company, mortgage provider or bank. This means we can offer unbiased and objective recommendations, and make decisions about the way we work without any external pressures
We deliver a service that’s centred on people
Our financial planning professionals passionately believe in providing a personal approach to financial advice. We care about people’s real interests, concerns and life ambitions, favouring face-to-face conversations carried out in plain English, not industry jargon
We take the time to get to know our clients
Every new client has the opportunity to meet with us for a no-obligation financial health check, offered at our own expense. By having this conversation, we can build up a strong understanding of their hopes, dreams, objectives and approach to risk, giving our IFAs a chance to fully understand their financial goals, and develop a plan that helps them to achieve their dreams
We are highly recommended by our clients
We have a 99+% retention rate among our clients, with many having been with us since the very beginning, and 52% of our total income coming from annual servicing fees
We provide our clients with access to quarterly investment insights
All of our clients can receive a quarterly roundup of all the latest news and views that may affect them and their finances, presented by City of London-based fund managers. We also provide regular updates to clients in the form of our informative Compass Magazine and newsletters
We have a diverse client base
Our clients come from all walks of life, spanning the public and private sector, meaning we are flexible and knowledgeable enough to cater to a wide range of needs and goals
We offer a holistic approach
Our financial advice is always comprehensive, looking at all aspects of your plans and circumstances. Before we give you any advice, we will carry out thorough research, and will never recommend anything we do not completely understand
We take our responsibility to support our local community seriously
As a business, we want to give back to the community that has supported us since our founding. A wide variety of events are organised by our True Bearing team for a number of different charities - you can find out more about our social responsibility efforts here
Quick Facts about True Bearing
As a result of our commitment to the very highest standard of financial planning support and services, True Bearing has been able to achieve a number of proud milestones:
- We have more than 7,000 clients across the UK, with a retention rate of more than 99%
- We are ranked among the top 15% of Independent Financial Advisory firms in the UK by qualifications, according to the CII
- We provide pre-retirement planning courses for more than 50 major employers in the North of England
- We were one of the first independent financial advisers in the UK to receive the prestigious Investors in People Gold Award, underlining our status as a great place to work
- Our team has more than 500 years of combined industry experience between them
Below you can see some of the various accolades True Bearing has earned for our continued commitment to excellence over the years:
Our Mission and Values
Our aim is to be the premier IFA firm in the North West and at True Bearing our mission is simple: “It’s about good advice and good service.”
This means that everything we do is centred on you and your financial goals - a principle that guides how we work together, how we think and act, how we treat our clients and suppliers, and how we drive change in our business.
As a chartered firm, our core values are built around being caring, dynamic and trusted, and we instill these values into all of our interactions with customers and each other.
We are caring in our relationships:
- We put clients first
- We empower our team
- We are part of our community
We are dynamic, with a can-do attitude:
- We are positive
- We have energy and enthusiasm
- We are passionate in all we do
We are trusted and deliver on our commitments:
- We are honest and take responsibility
- We are reliable
- We are confident
No matter where and how you interact with us - whether as a customer, a commercial partner or a colleague - you can always depend on us to live up to these ideals.