True Bearing Chartered Financial Planners Information

True Bearing Chartered Financial Planners are an Independent Financial Advisory Firm based in the North West. Founded in 2003, our growth has accelerated through a clear focus on professionalism, excellence, strong mutual business partnerships and creative business thinking. We have a team of Independent Financial Advisers (IFAs) and Legal Intermediaries, supported by a highly dedicated back office team of paraplanners, adviser assistants, administrators and compliance staff. Our vision has always been to be the premier firm of IFAs throughout the North West. We are one of the region’s most highly qualified and entrepreneurial independent financial advisory firms. Our service portfolio comprises: wealth management; pensions and retirement planning; investments (including sustainable investments); mortgages and protection planning; tax planning, corporate/business planning advice and legacy planning services. We also provide some specialist services such as pre-retirement workshops and care fees planning, through our Centre of Excellence. The firm gained Corporate Chartered Status in 2010, putting us in the top 15% of the country’s IFAs by qualification. We offer a professional yet personal planning service, built on trust, experience and transparency to individuals and businesses alike. We hold the Investors in People Gold Standard Award for the third assessment in a row. True Bearing have also been accredited with the Pension Transfer Gold Standard mark by the Chartered Insurance Institute. True Bearing ranks education very highly and continuous professional development is encouraged at all levels of staff, supported by us. Furthermore, we like to do our bit for the community. Through our charity committee, we support a variety of charities including Derian House Children’s Hospice, Macmillan Cancer Support, Living Waters Storehouse and the British Heart Foundation.