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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.
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
I needed to focus on consolidating and extending my existing pension contribution and investment portfolio. Mike advised and helped me to setup a SIPP Pension arrangement. With regular reviews of my risk appetite and Mike's guidance towards in-scope investment opportunities my pension pot has grown in-line with predictions.
Client - Lancashire (via VouchedFor)
Mike has been our Financial Adviser for over 25 years. Initially Mike advised us on life cover and critical illness protection and did a detailed review of our pension arrangements. He has reviewed our circumstances and advised us appropriately ever since. We are now 10 years from retirement and currently more than happy with the performance of our pension funds under Mike's management. I can't think of anything more we would have wanted from the service Mike has provided. he has always given us excellent advice and been very open and honest with us.
Client - Cheshire (via VouchedFor)
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.
Mr and Mrs T - Halifax
"I have total confidence in Michael Clarke to provide my clients with honest, relevant and unbiased professional advice to the highest standards."
Denis Robbins , Robbins Partnership Chartered Accountants, Manchester.
“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.”