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What our customers say
We are always delighted to receive feedback from from our clients. We are proud to hear our clients talk about the positive impact that True Bearing and taking financial advice have had on their lives.
Below are just some examples of the positive feedback we have received over the years.
Excellent service from David Houghton at True Bearing Financial Planners. Having recently retired, David helped us through our financial investment options with clarity, and left us feeling confident in our financial future. Thank you David.
We have been lucky enough to receive financial advice from David Houghton at True Bearing which has left us very reassured especially as we are heading towards retirement. Our experiences with previous financial advisers has not been great and so we are delighted to find someone honest and trustworthy to help us. Everything has been made clear and all information was very accessible and jargon free which is refreshing and a big relief. David has left us feeling that we are in safe hands and that we have been listened to. Not only has David saved us money but we are very confident that our investments are on a better track than they have ever been.
Michaela Dunlea (via Google)
Andrew is a very knowledgable adviser. He has made a very thorough assessment and got to know our specific financial needs. He has not rushed us into any decisions and made sure we are fully understanding of our options. We feel that we can trust him and are confident he will advise us, thus enabling us to make the best decisions for ourselves.
I found out about True Bearing at an NHS retirement seminar over 8 years ago. I was very impressed. They have been looking after my finances and retirement pension ever since. John Addis has used his expert knowledge to advise us on all aspects of financial planning and management including the investment of our savings and pensions. As a result, our finances are in great shape and we have no worries. He is always available for advice and keeps us updated regularly. Thank you, John!
I Wolfenden, Liverpool
I would like to pay a compliment to Mark Peary whose advice, first class knowledge and complete attention made the whole process totally undaunting. It's not often when dealing with companies these days that you do get to feel listened to and advised accordingly, but I have complete trust in Mark. His pleasant manner and gentle sense of humour made him a pleasure to deal with. I really felt like his professional pride made even this small job important to him. Thank you so much, Mark; your support and guidance have really meant so much. You are outstanding at what you do - professional manner, knowledge in your area and your personal skills in working with the public.
True Bearing have been acting on our behalf for ten years and have consistently given expert advice including retirement planning. We have always felt they have looked after our investments to achieve the best results in an ever changing market. Mark O’Neill and his team have built an excellent professional relationship with us and communicated clearly and supportively at all times.
Mark O’Neill at True Bearing was recommended to me by my daughter. As a solicitor she was very careful in her recommendation, Mark came highly regarded. Mark is very knowledgeable and also shows considerable empathy. My portfolio has been put together to meet my future financial needs. Time was taken to consider my options and I have received very regular updates. The home visits have been particularly helpful as during our convivial conversations Mark was able to gauge my requirements. As a “ newcomer “ to financial planning I feel very confident in True Bearing , Mark and the team.
Mark O'Neill has been my IFA for the last 6 years. He was recommended to me by a friend and I couldn't be happier with the service I've received.
Mark is an extremely professional individual who possesses amazing people skills. He has offered invaluable financial advice to me and my young family during an extremely difficult period of my life.
My investment portfolio has grown from strength to strength exceeding my expectations and I know money is in safe hands.
I cannot recomend Mark's services highly enough!
I have found Andrew to be very informative and helpful. He has explained everything in plain layman terms, very confident in the services he is providing. Very happy with the service!
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energized.