- Financial Planning
- Estate Planning
- Our People
- About Us
- Contact Us
- Employer Services
- Referral Form
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.
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.
Thanks you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Mr & Mrs E
Just want to take this opportunity to thank you so much for all the help and advice you have afforded us over the years.
As you know, we met some five years ago so it has been a long road for us to finally get to the position we are in today. Throughout this time, you have been like friend to us. The friendly service and advice you have given us has been invaluable. You have not only been completely professional and knowledgeable, which is probably a given, but you have been extremely patient and understanding, always available for any queries. We find the financial complexities quite bewildering. You were able to explain in simple terms, all the potential pitfalls and all the options available that were relevant to our specific situation.
We cannot thank you enough for the peace of mind we now have. This is only possible as a direct result of all your diligent hard work.
Andy & Debbie
John takes the jargon and explains it in terms that you can understand. He is very knowledgeable and succinct and a great source of advice and guidance. John helped me merge all my old pensions and gave me cash flow projections in a manner I could understand giving me confidence of my income in future years when I stop work. I thoroughly recommend John as an adviser!
Mr Dyson - Leyland