I was working in a very stressful environment and was curious to see if I would be able to leave work sooner than my planned retirement date.I admitted I had no understanding of my pensions.

From a large mound of paper Nick Porter managed to sort out what pensions I had. He was very thorough in talking me through the outcome and helping me understand where I stood financially.

It's been amazing. I was able to leave work in November 2019 and Nick has supported me throughout that transition. He is still supporting me now through all the stock market happenings during this weird year (2020)

I have  recommended Nick to a couple of friends as I  have had such a good experience. Nick has a lovely personality and his explanations, and help, have been great. I look forward to dealing with him in the future.
 

Jon Neale has been our Financial Adviser for the past two years advising us on our pension planning.  We now feel more at ease about our retirement as Jon has always provided us with clear, knowledgeable advice and helped to place our funds securely. Jon is always on hand to answer any questions we may have.

We would recommend Jon to anyone.

"I have total confidence in Michael Clarke to provide my clients with honest, relevant and unbiased professional advice to the highest standards."

“Merseyside Police have been working with True Bearing for over 12 months now, delivering pre-retirement courses to our staff.

“I thought it would be timely to place on record my thanks to yourselves for facilitating the courses, and that feedback from staff is consistently positive from the presentations they receive. The presenters are all extremely knowledgeable and helpful with any enquiries they receive, which encourages a positive atmosphere, which is reflected in the feedback.

“Can I also formally thank Maria too for her assistance in arranging the courses; she is obviously highly motivated and, in my dealings with her, is always professional and will assist with any queries I have, promptly and constructively.

“I continue to look forward to working with yourselves in the coming year.”

“Working with True Bearing Chartered Financial Planners gives us reassurance of receiving a high-quality service, which is well managed and responsive in meeting our needs. Maria has put a lot of effort into understanding us as a local authority, and works with us to ensure our requirements are met every time, whilst being flexible, timely and professional.

“The guest speakers and programme content are delivered at a professional level. The feedback from colleagues is positive and complimentary of a well-managed day, which is a credit to Maria’s commitment and dedication.

“We would highly recommend True Bearing for any future training requirements and have no hesitation in recommending them to any other prospective clients. We have built a great relationship with Maria at True Bearing, and will continue to build on that in the future.”

I would like to put on record my thanks to Chris Speak of True Bearing Limited for putting my family’s life in order.

Having two young children the time had come for us to plan properly for the future, something that was both daunting and a little overwhelming. We were pleased that Chris took the time to evaluate our current financial status and help us understand what our goals are in life, both for ourselves and for our children.Thanks to Chris we are now able to focus on our goals, safe in the knowledge that our financial affairs are in good hands.

I have no hesitation in recommending his services.

I wanted to just give you a bit of feedback from a pre-retirement workshop I attended recently, which I then followed up with a 1:1 session with Michael Hawthorne. I thought Michael’s style at both sessions was incredibly professional, friendly and welcoming.  Michael was certainly very well versed in all financial matters relating to pensions as well as having a wealth of knowledge around retirement in general and how best to approach that aspect of ones life. His delivery style was very comforting and friendly and he was more than happy to answer any and all questions I had and able to explore topics in more detail as we drilled down into them.

Overall, a great session and follow up meeting and I can say for sure that Michael is most definitely a great asset to your company.

I would just like to let you know how much I appreciate John’s support with my investments. As someone who lacks confidence with all financial matters, it is so reassuring to have someone like John, who I can rely on with complete confidence to guide me on such important matters. He always comes with a cheery smile and he is always patient and happy to take time to explain figures and options to me.

I continue to be grateful for the support True Bearing have shown since the death of my husband, Russell, who was an adviser with you before he passed away.

I was referred to Emma Craig at True Bearing by my Chartered Accountant for Independent Financial Advice. Specifically to help with a number of old pensions and advice on a new Investment. Emma was open, honest and professional. She explained the process, the fees and what was achievable and why. Emma asked about my values and ensured my investments were aligned with them and she recommended a pension which was more appropriate for my needs.

I was so happy with the service I referred my mother to Emma for Investment advice. Emma is now our trusted family financial adviser. I would not hesitate to recommend her services again.

Neil was very friendly, practical, honest and realistic. This has helped me control my finances and also many aspects of my future. 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!