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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 first met David at a Pre- Retirement Course for Blackpool Council employees, of which I was one, in 2009, where he presented clearly the considerations and options for investment and future security. His delivery was clear and factual, and he dispelled some commonly held myths.He gave a clear impression that he knew his subject and would offer balanced and honest advice as an Independent Financial Adviser.
I followed this contact up and have retained his services since my retirement in April 2010. He always answers queries promptly and fully, and is prepared to do whatever work is necessary to reach a solution I am happy with . He does not confuse me with complex explanations which I do not need or understand, and yet leaves me with confidence about the decisions I have made. He presents as a person of integrity and someone to be trusted.I would not hesitate in recommending David to friends and colleagues in the future.
J Jaynes, Retired Director, Blackpool Council
David has managed our Financial Planning for the last seven years. At all times he has acted in a thoroughly honest, professional and trustworthy manner. We would not and have not hesitated recommending David to other friends and family.
Diane and Andrew Pilling, Directors, Affordable Accounts Group - Westhoughton
David has provided me with financial planning support for more than 5 years and throughout that period I have always found him to be 100% professional and completely trustworthy. He always finds time to deal with my enquiries quickly and courteously. I would gladly recommend him to others.
Ismail Docrat, Sales Manager, Enterprise
We have dealt with David Oversby for the majority of our financial affairs for the last 10 years. We have found him to be professional and attentive at all times offering astute and accurate advice.
Tony Glen, Managing Director, PAR Ltd - Chorley
I just wanted to express my sincere thanks for the tremendous effort and work you have put into organising and re-arranging my retirement funds.
When I came to you I was completely confused and concerned as to what payments I was making, where they were going and how much I was likely to receive upon retirement. Your professionalism throughout was impeccable but what has impressed me the most, about your service, is that I am only a small client for you but you still gave me time, respect and attention.For the first time in 10 years I now know what to expect when I retire and know of the options available to me for future investment.
I also feel completely comfortable in knowing that I now have someone that I trust who will continue to monitor my funds’ future performance. I cannot recommend your services highly enough and would suggest that anyone who is unsure about their financial future contact you.
M Holman, BNI Director - St Helens
I was first introduced to Chris by our accountants Hayes and Co to discuss options regarding my pension. I found Chris very easy to deal with and he offered some great advice which I acted upon. He clearly knows his stuff and I would have no hesitation in recommending him to others.
Paul Slone, MD, Universal Cooling Ltd - Accrington
We found True Bearing through a search engine, as none of our friends could recommend a Financial Adviser.
This in itself was a bit daunting at first, in regards to placing trust in a company not personally recommended.
Rob soon put our minds at ease with his professionalism and thoroughness. We found him extremely knowledgeable with his advice on the best plan for my future pension.
We are now extremely confident that our investment is in a safe place, something that was lacking with our old plan.
We will have no hesitation of using True Bearing and Rob again. We would strongly recommend Rob to our friends and family.
N & E Harrison - Rochdale
Thank you so much for all your help and advice, without which we would not have made such wise decisions. The financial advice you gave us has been invaluable, however, it has been the pension advice in particular, which has and will make a huge difference to our future. We especially appreciated your honesty, friendliness and professionalism.
David and Beverley Hargreaves - Burnley
I was first introduced to Rob Squibbs approximately 18 months before retirement and Rob took my wife and I through a range of alternative investment opportunities. He helpfully produced a report which summarised our discussions and following on from that, we have made a range of investments assisted by Rob and True Bearing.
I have a great deal of confidence in the advice given by Rob and have happily recommended him to former colleagues approaching retirement. We continue to meet a couple of times per year, but I know he is available at any time should the need arise.
J Dell, Retired NHS Senior Manager - Burnley
Rob has been my financial adviser for a number of years after his services were recommended to me by a friend. He gives clear, comprehensive advice and has been able to guide me through the maze of financial products and the associated jargon. Through his skilled work and patience we have been able to simplify my retirement planning and set up several important investment instruments.
Rob is friendly, very approachable and I have absolute confidence that his advice will deliver against the plans we have agreed.
J Costello, Brand Manager - Oldham