With over £520 million of investments under advice the True Bearing Chartered Financial Planners 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 4% 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.
We are real people…we care…passionately.
So why should you trust us with your financial needs?
*Based on number of clients choosing True Bearing as their ongoing and transactional adviser.