Who We Are

/Who We Are
Who We Are 2017-07-20T10:22:13+00:00

About True Bearing

who-we-are-1-300x188 Who We AreSince we launched the business in 2003 we have been entrusted to look after the investment, pension, protection, mortgage and estate planning requirements of more than six thousand personal and professional clients* throughout the UK.

With over £335 million of investments under advice the business continues to attract new clients who are looking for quality independent financial advice.

We were awarded the prestigious “Chartered Financial Planners” title by The Chartered Insurance Institute (CII) in 2010. Chartered status is an exclusive title only awarded to firms, around 6% of all UK IFAs, which meet rigorous criteria relating to professionalism and capability.

Our main differences are shown through the culture of our business, the plain English we use in all our communications and the great service we offer to all our clients. You just have to take a look at what our clients say about us to realise this isn’t just hear say.

We also listen to our clients and address their evolving needs, which means our services continue to be added to all the time.

Why choose True Bearing?

We are real people…we care…passionately.

So why should you trust us with your financial needs?

  • We have an experienced and knowledgeable team – we are able to provide advice due to our high levels of knowledge in ALL areas of financial planning. Our experienced specialists will focus on your needs and will spend time with you to ensure we fully understand your financial goals.

  • We provide our clients with access to quarterly investment seminars – benefit from a quarterly round up of all the latest news and views which affect you and your finances presented by City of London based Fund Managers

  • We are truly ‘Independent’ – we are 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 enables us to deliver unbiased and objective based recommendations. Being independently owned means that we are able to make independent decisions about the company’s future and the way in which we work.

  • Our clients recommend us – many of our clients have been with us since the beginning with 52% of total income coming from annual servicing fees.

  • We have a diversified client base – we provide advice to both the public and private sector. Our clients come from all walks of life, both corporate and private, with different needs.

  • We offer a holistic approach – we provide comprehensive advice, looking at ALL aspects of your financial plans. We carry out thorough research and refuse to recommend anything we do not completely understand.

  • We are the creators, organisers and funders of Last Choir Singing – we believe that we have a social responsibility to support our local community. By far our most ambitious project to date has been the incredible Last Choir Singing’ competition open to all Lancashire junior schools.

*Based on number of clients choosing True Bearing as their ongoing and transactional adviser.

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Call us on: 01257 260011, email: enquiries@truebearing.co.uk or click below to send an enquiry

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