Frank Tunstall has been looking after us for over 8 years and we are very happy with the service we receive. Financial advice is a serious business and Frank is serious when he needs to be, but light hearted, engaging and self-deprecating when it is appropriate. In addition to providing clear, timely and accurate advice he also shows a genuine interest in us as individuals, not just as clients.

We have no hesitation in recommending him.

I am delighted to have John Addis as my financial adviser across my personal and business investments. We first met in 2008, my business had done well, John suggested some five year schemes which I am happy to say gave me a great return even in the turbulent years after 2008.

I ‘followed’ him onto True Bearing, because I trust his knowledge and understanding of the financial market. John has given me some of the clearest explanations of financial products I have ever had.

John is interested in his clients. He does not have a one size fits all approach. Customers come from all walks of life with different needs and motivations, I feel he listens and is able to respond to each person as an individual. I value John’s help and patience! He is professional, reliable and trustworthy.

I have recently retired from Merseyside Police and have employed the services of True Bearing. I found the initial pre-retirement course provided by your company extremely informative and valuable. It made me realise that I wasn’t as prepared for retirement as perhaps I should have been.

I went on to receive financial planning advice from Mike Hawthorne. Mike was able to guide me through the complexities of investments in a way that helped me understand the process and put me at ease. It is quite a daunting prospect to move on from what you have known as normality for 30 years but the friendly and honest approach employed by Mike was exactly what I needed.

I am very grateful for the assistance provided by True Bearing and will continue to seek guidance over the coming years. It is refreshing to receive such a good service from a business that clearly has the welfare of investors at the heart of what it does, in addition to purely financial concern!

I wish to congratulate you on having Mike Hawthorne as a member of your advisory staff.

I dealt with Mike a while ago and his advice and knowledge on a subject most people find a total minefield was thorough, professional and more importantly well conveyed so I fully understood the information he was passing on.

I have again spoken with Mike more recently and again found his advice clear and concise and he dealt with my request speedily.

Just a short note to say I recently attended an MS Teams meeting arranged via my work about retirement planning from the financial viewpoint.

I then had two meetings, one-to-one with Mr Michael Hawthorne. I was impressed with the professionalism of Mr Hawthorne and the time and attention to detail he maintained throughout our discussions. I would have no hesitation in recommending True Bearing Ltd as a source of sound financial advice.

I have been very happy with the service provided by  Peter Ashcroft at True Bearing Chartered Financial Planners. My personal circumstances were catered for by my Independent Adviser, who explained everything to me in detail making absolutely certain that I fully understood all my options. A tailor made portfolio was then put together for me.

My adviser also stressed that should I have any queries at all, I should not hesitate to contact him.

It gives me peace of mind to know that my finances are now being dealt with to my advantage.

I had no previous knowledge of True Bearing Ltd before I contacted them, Mr Peter Ashcroft was assigned to come to my home and review my request for financial help and advice. Peter was very friendly, polite and arrived as pre-arranged on-time. 

Our first appointment he listened to what I was looking for as a package and it was very obvious to me that he was the right person to work with, there was no hard sell and I felt at ease talking to Peter. Peter put a package together that exceeded my expectations and I was more than happy to proceed. I have every confidence in the advice and package provided and I’m confident that my monies have been professionally invested.

Peter Ashcroft is an adviser with a difference.  Each of his meetings with me was immaculately researched and prepared and his sheer knowledge and experience inspired enormous confidence.  His patient explanations and suggestions for improving my modest investments were crystal clear and couched in terms I could understand, containing not one word of jargon.  He kept me informed at every step of the entire process, and not for a moment was I left wondering what would happen next.   All this far exceeded my expectations.

Peter’s passion is to provide nothing less than a first class service and this obviously resonates with the ethic of the management team at True Bearing.  This standard of service is extremely rare in these days and as such, I would be delighted to recommend Peter Ashcroft and True Bearing at any and every opportunity.

Lorraine Galley's contact details were passed to me by a work colleague.  We both worked in the NHS and I was keen to find a financial adviser that was used to dealing with public sector pensions.

Lorraine first came to meet us in August 2015.  She was friendly, relaxed and approachable.  She first tried to ascertain what we needed and what our expectations were.  Once she became clearer about our situation she gave us information to think about and made an appointment to revisit us.

I observed many skills in Lorraine.  She is very professional, polite,  and has a relaxed manner.  At the same time, she is focused, business like and knowledgeable.  Lorraine always comes well prepared and is able to answer any queries or questions.   She doesn’t rush or leave until all the business is done.

Lorraine has managed to gain our trust over the last 18 months.  I believe her to be a lady with integrity and I believe she cares about our investments – which is our livelihood for the future.  She has gained insight and understanding into our personal beliefs as well as our financial position and has shown sensitivity and respect for us as people, as well as clients.

I would recommend Lorraine to my friends.

I have received an excellent service from Lorraine Galley at True Bearing Chartered Financial Planners. She is friendly, professional and works tirelessly to provide me with honest, sound advice on my savings and investments. She has also arranged for me to receive a monthly income from my investments.

Lorraine patiently explains any recommendations in words that I can understand and I am confident in the knowledge that she works in my best interest. It is such a relief to know she is only a phone call away if anything unexpected crops up and I need her advice. Her enthusiasm and reliability makes it a pleasure to do business with her.

I can now look forward to my retirement, safe in the knowledge that Lorraine will look after me and my finances in the future, which is wonderful feeling.

I have recommended Lorraine and True Bearing to my friends and family and to anyone who wants a truly outstanding professional financial service and peace of mind.