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 are extremely proud of our service and the awards we have won, but this isn’t the only reason to choose us. We hold “Chartered Financial Planner” status, standing amongst the elite Independent Financial Advisory (IFA) firms in the country be qualification, and voted one of the Top 5 IFA’s in the North of England by New Model Adviser in 2018.
We pride ourselves on excellent communication with our clients and in 2010 we were the first IFA to achieve Investors in People Gold accreditation in recognition of our staff and systems, we have retained the Gold accreditation ever since. In 2018 True Bearing won ‘GOLD Employer of the Year’ at the Investors in People Awards 2018 for category 50 to 249 employees. It was the first time True Bearing entered the awards as it was an opportunity to benchmark ourselves against high performing organisations, not just within the UK but on a global scale.
Other achievements are ‘Best Financial Firm in Lancashire’ at the Red Rose Awards in 2016 and 2018. 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 recently celebrated 15 years in business, and 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 2,000 children in 62 choirs and is supported by BBC Radio Lancashire our 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 employs legal specialists to complement its financial planning for clients.
Having been actively involved in the retirement workshops for a number of years, True Bearing 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 over 50 major employers and deliver over 100 workshops per year to the private and public sectors. Following the delivery of courses to the Chief Police Officer’s Staff Association, saw us recommended to other police forces throughout the UK.
We are thrilled to be working with the Police Superintendents Association again this year and are offering 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 2019 are:-
We look forward to welcoming you.