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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.
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
Thank you very much Brian, for the very helpful information that you gave me to enable me to construct my Will covering all the different elements in the most suitable way. Thank you again.
I just wanted to provide some positive feedback for Michael following a retirement seminar I went to online with True Bearing. He has responded really well to our questions and spent time managing our information into an electronic plan, so that we can easily see the forecasts. His work has absolutely clarified the position for us. I would certainly recommend him to anyone considering their retirement as the financial planning element is so useful and have fed this back to the Supt association. It honestly is the most useful 4-6 hours I have spent this year.
Andrea - Cheshire
I would like to provide some feedback re Mike Hawthorne after my recent dealings with him in his capacity as a Financial Planner representing True Bearing. Whilst I may not yet have all the answers and decisions made, I definitely now have increased clarity of thought and understanding to help me plan.
I would be willing to go back to Mike and True Bearing for future financial advice, and have already recommended Mike to a Superintendent colleague who is at a similar time of Service to me and approaching retirement.
Neil - London
After the sudden death of my husband at the end of 2020 I got in touch with John Brady at True Bearing for financial advice. At a very difficult time for myself John gave me the reassurance, clarity and support I needed. He made the whole process less daunting and went above and beyond to help me in a professional and friendly manner, giving me the confidence, my finances were in the best hands. I would highly recommend John at True Bearing if you are looking for financial advice whatever your circumstances.
Tracey - Chorley