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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.
“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.”
Blackburn with Darwen Borough Council
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.
Simon Whittaker, Sagar Insurances - Accrington
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.
Tony M - Liverpool
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.
E Brennan - Southport
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!
Morris Harding - Bradford
I have worked with David Houghton as my Financial Adviser for several years. He has managed my pension fund and my investments in a way that has enabled me to understand what my needs are and how the investments are performing. He has also given me clear information and recommendations so that I can make the right decisions for the future. He has always been very professional, proactive and honest.
Sue Coyne - Wilmslow
David Houghton was punctual. He was immaculately dressed with a fine countenance. He quickly grasped our situation and was able to market his company’s services with clarity. After David had departed, we both agreed that we had made the correct decision in proceeding with his proposition.
Mr and Mrs E - Cumbria
I am approaching retirement and David Houghton's support and advice has been of critical importance at this challenging time. I really appreciate his calm and informed assessment of my needs and never feel that he resorts to a one size fits all solution.
I am looking forward to working with him for many years to come.
Helen McMurray - London
I wanted to say a big thank you to you David Houghton for all the work you have done for us, before coming to see you, we had very little confidence in the financial services industry after the dealings we had with our bank, but you have given us confidence in the system again.
I now know I can rely on you to do your very best for us and look forward to meeting up with you again in 2 years time.
Jon Neale is a person that you can trust and speak openly to during meetings at True Bearing Chartered Financial offices. Jon has a great ability on how to listen and understand your requirements, concerns and needs regarding pensions and financial planning for now and in the future. He explained everything about my pension options clearly and precisely at a pace that suited me. I am confident in the knowledge that I will have an income from them for my retirement.
Great service from a company I would happily recommend to anyone
Mike Howard – Bolton