True Bearing Chartered Financial Planners
We offer independent financial advice to clients throughout the North West, North East, through to London. Our Financial Advisers have decades of experience in advising clients and passionately believe in face-to-face financial advice. We pride ourselves on excellent communication with our clients and in 2010 we were the 1st IFA to achieve Investors in People Gold accreditation in recognition of our staff and systems, we have retained the Gold accreditation ever since. We are an award winning firm, mainly “Best Financial Firm in Lancashire’ at the Red Rose Awards in 2012 & 2016. We also achieved Professional Practice of the Year in 2016 along with an award for our commitment to Corporate Social Responsibility at the BIBAs. True Bearing has been growing at 15-20% per year for the last six years and has become a regional leader. We support the local community through several initiatives. The greatest of these is the creation, organisation and sponsorship of the ‘Last Choir Singing’ event (www.lastchoirsinging.co.uk). Through the creation of this programme, last year saw the participation of over 1500 children in 45 choirs with BBC Radio Lancashire our main promoter and media partner.
True Bearing is directly regulated and authorised by the Financial Conduct Authority (FCA). We provide advice across the whole of the market and we do not sell products; our incentive is getting the best results for our clients. This is achieved through impartial, unrestricted advice that considers every financial solution on the relevant market. We have Chartered IFAs, Society of Later Life Advisers (SOLLA), some of whom are qualified under The Society of Trust & Estate Practitioners (STEP). True Bearing has actively been involved in the retirement seminars for a number of years and officially launched its own Pre-Retirement Workshops in 2013. Currently we work with Cumbria Constabulary, Lancashire Constabulary and Merseyside Police. Since our launch we support 40 major employers and deliver 100 courses per year to the private and public sectors. We currently deliver courses to the Chief Police Officer’s Staff Association, which are very popular and saw us recommended to other police forces throughout the UK.
We are thrilled to be working with the Police Superintendents Association this year and are offering the workshops at the venues noted below.
True Bearing Pre Retirement Workshop will cover:
If you would be interested in attending one of our Pre-Retirement Workshops please register your interest with firstname.lastname@example.org, or for further information on the company visit www.truebearing.co.uk
The dates for 2018 are:-
We look forward to welcoming you.
Maria Dabipi DipM MCIM
Business Development Manager
Mobile: 07545 834030 Office Phone: 01257 260011 Office Fax: 01257 260099
True Bearing Ltd, 2 Buckshaw Court, East Terrace Business Park, Euxton Lane, Euxton, Lancashire, PR76TB
True Bearing “The Right Direction for Financial Advice”