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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 would just like to say a big BIG thank you to Emma Craig for all your support and guidance in sorting out my pension. Emma took the time to really talk to me about my future plans and managed my expectations over what was possible. She also explained it to me, not just in English, but in one syllable words that I understood! Most importantly though, she sorted it all in a matter of weeks! Pretty impressive!
Pensions are never going to be sexy, high adrenaline things but they are necessary, and I know that I am in safe hands with Emma. Going forward I feel secure and able to have frank and honest conversations with her about my plans, pension and life in general!
I can’t recommend you highly enough Emma … you have a been a star!
Emma Craig's advice and support has been invaluable to me when making financial plans for my retirement. Her professionalism alongside her depth of knowledge and experience has enabled me to make informed choices regarding planning for the future. It is always a pleasure to speak with her and it is reassuring to know that she is there to chat through any changes in circumstances and to help to me plan accordingly, knowing that my best interests are paramount in all my dealings with her. I highly recommend her to you whatever your circumstances.
Mrs Davidson - Merseyside
Diane Bush has been extremely kind towards my elderly mum whilst arranging her Wills, Trust and Legacy Planning. She has dealt with her as any daughter would wish their mum to be dealt with, while still remaining very professional. I would have no hesitation in recommending Diane to anyone.
D.MC - Widnes
Just to let you know how happy we have been with the service we have received from you as an individual and your Company.
It was important for us to ensure protection of our assets and make sure they would pass to our bloodline relatives (although hopefully not too soon!).
The Family Trust and associated mirror wills were perfect for our needs. Together with the Lasting Power of Attorney documents, we now feel that our assets and future are protected as fully as possible.
M & S Byrne - Southport
I would like to recommend Diane Bush for the manner in which she has conducted the setting up of my trust fund.
During every meeting, I have found Diane to be very knowledgeable and professional, and her friendly manner makes what could be an upsetting task much easier to deal with.
I would have no hesitation in recommending Diane to others.
K Smith - Cheshire
I sought True Bearing legal services to set up legacy plans following a devastating critical illness diagnosis to my Wife. Part way through the legacy planning process, my wife passed away unexpectedly. The support and help I received from True Bearing Legal Services, and in particular from Diane Bush was invaluable. I was able to contact her anytime during difficult times when I was either at hospital, out of hours or via email with my queries and concerns about what was happening.
I highly recommend True Bearing and Diane Bush for helping to arrange legacy planning no matter what your circumstances are, and encourage people to make plans as life can change unexpectedly. Once it’s all set up correctly, the feeling of security and peace of mind is very reassuring.
IM - Shropshire
We needed to plan our legacy, but didn’t know where to start, having read about Will Trusts, Lifetime Trusts, Power of Attorney etc. Normally dealing with the legal profession can be somewhat daunting. However, Brian spent time understanding our family requirements, explaining all the different options in layman’s terms.
Without pressure he gave us adequate time to consider. We had many questions before deciding the best option. Each time Brian gave good advice, and mentioned things we had not thought about. No question was too much trouble, calls and e-mails were quickly answered. Brian was recommended to us, and we have no hesitation in recommending him to others; a touch of old school service; difficult to find these days.
Gordon & Christine Clough
Producing a Will is a serious and, somewhat, sombre experience in that it is a salient reminder that life is finite.
Brian Wallace guided my wife and I through the processes in a calm, patient and extremely informative manner. Time was not a constraint, each point was covered fully before moving on. Any question, however trivial, was dealt with fully and, on occasions, excellent visual aids were used to assist in understanding the point in question.
Brian, if asked, was happy to offer his advice; however, he was careful to cover all aspects of the issue raised, in an unbiased way. He was able to alay any fears and, indeed, highlight potential problems associated with any previously held preconceived idea. Notwithstanding, we never felt pressured and in the final analysis it was my wife and I who took any requisite decision.
The end product is a Will which we are both totally content with; it meets all of our requirements and we are confident that all of our needs have been fully covered and committed to print.
This very much reflects Brian”s professionalism and his attention to detail. We are most grateful for all of his efforts and commend him to you.
David & Carolyn Buchan
The clarity of information received from Brian was excellent. He gave us information about the options open to us when deciding what type of will would be best for our situation. He did not pressure us into purchasing any product he allowed us to make our own minds up and once this was done he was efficient making the necessary arrangements.
Brian has a very warm personable approach to people. He explained everything in detail and asked at each step of the way if we understood the information he was giving us. He was very knowledgeable of processes and made it very clear what and when was expected of us and our family.
Brian is also very patient as we found out when one of our witnesses messed up the paperwork on one of the wills.
We just wanted to say thank you Mark Peary for all your help in setting up our Family Trust. It was a big deal for us, right from the get go you gave us honest advice, you got to know us and listened to what we wanted our legacy to be. It was such an important thing for us to ensure all we have worked for stays in our bloodline and goes to the people we love. Thanks to you Mark we are completely confident that we have ended up with the right product for us. You cannot put a price on peace of mind and we are very happy and grateful for all your professionalism and assistance. We can now forget about it in the knowledge that we have done the very best we can for our family. We would have no hesitation in recommending your services to other people.
Jan & Peter Williams