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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.
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
As I was considering early retirement last year and wanted some independent advice, I signed up to attend the one day advice session arranged by my workplace. Part of this day included a Pre Retirement Workshop delivered by Mark Russel.
His friendly approach really helped to create a relaxed atmosphere in a room full of colleagues all of whom were somewhat apprehensive and who had many questions. From start to finish Mark was able to explain and answer questions with confidence and a clear knowledge base of the specific subject matter. He was able to judge when to intervene and when to let the discussion flow so that everyone felt they had been given the opportunity to have all their questions answered.
The most helpful part of the presentation was enabling us to evaluate what exactly our needs were and what they would be if we did indeed take the opportunity to retire early. Through discussion and clear examples of how our money could be utilized to work for us Mark was able to suggest ideas and ways forward on an individual basis.
This has been invaluable on a personal level during the last year since I did make the decision to retire early last July.
“We were not pressurized to sign up to anything and indeed the follow up meeting offered after this session was really useful as it allowed time to digest all the information given and really think about what is a major decision for anyone.
Mark has continued to touch base with email information and many more colleagues have taken the opportunity to sign up for what was an invaluable session.
Diane Vaukins - Pre Retirement Workshop Attendee
My husband and I had our second meeting with Mark on the 8th May 2014, as, in our previous meeting with Mark a year ago, he encouraged us not to hesitate to contact him further should our circumstances change, as indeed they had. In both meetings we found Mark advised with upmost professionalism. We found him very friendly and approachable, explaining quite complex scenarios in terms we could easily understand, his knowledge of Financial Planning advice is clearly extensive , as he was able to advise on a variety of issues we raised. We would have no hesitation to contact Mark in the future and would definitely recommend him to friends and colleagues.
Caroline and Stuart Pearson - Manchester
Having retired from work. I needed help with my pensions and investments. My close friend recommended Frank Tunstall of True Bearing as he had helped her husband.
Frank, on his initial visit, was so friendly, and this allowed me to feel comfortable. He explained everything in great detail, answered many relevant questions and informed me about different investment options.
Following this, he took all pressure away and he transferred my pensions. I have had updates and know I can contact him whenever I need.
Frank is a lovely gentleman, and I am happy he is looking after my account. I am a cautious investor but am happy with my increased finances in the past two years.
Lancashire (via VouchedFor)
I was made redundant after 38 years and didn’t know what to do with my money. Frank Tunstall helped me to put my money where it would work for me and my circumstances. I know exactly what I can spend on a monthly basis and what money to use and when until I need to take my pension. I now have a plan in place for the next 10 years until I reach 65 and do not have to worry.
Alida Lloyd - Runcorn (via vouchedfor)
We had a couple of pensions and we wanted to ensure that they were invested correctly to suit our needs. Frank Tunstall advised combining the pensions and transferring the funds to a different pension provider, thus reducing the financial risk. Frank explained everything clearly to us and he was very approachable and thorough.
Gary Donnelly - Ormskirk (via vouchedfor)