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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 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.
Miss R - Chorley
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.
Mr C - Oldham
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.
Mrs Givens - Chorley
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.
Helen - Crosby
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.
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