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True Bearing Chartered Financial Planners

  1. Chorley
  2. Lancashire Finance
  3. Chorley Finance

Reviews, get directions and contact details for True Bearing Chartered Financial Planners

True Bearing Chartered Financial Planners
"With over £569 million of investments under advice, the business continues to attract new clients who are looking for quality independent financial advice.We were awarded the prestigious "Chartered Financial Planners" title by The Chartered Insurance Institute CII in 2010. Chartered status is an exclusive title only awarded to firms, around 15% of all UK IFAs, which meet rigorous criteria relating to professionalism and capability.Our main differences are shown through the culture of our business, the plain English we use in all our communications and the great service we offer to all our clients. You just have to take a look at what our clients say about us to realise this isn't just hearsay."
Address: Euxton Ln, Euxton, Chorley PR7 6TB, UK
Phone: 01257 260011
State: Lancashire
City: Chorley
Zip Code: PR7 6TB

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 4:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
True Bearing have been managing my finances for over 20 years and I've been delighted with the results. My adviser Mark O'Neill has always explained things very thoroughly and in terms I could easily understand. He has always been available to deal with any ad hoc queries I have had and has provided clarity in a timely manner. I would thoroughly recommend True Bearing.
Mark Russel has been great in guiding us through the financial planning for our future retirement, he has given us clear and concise information which has aided in making the big financial decisions that are allowing us to retire early. Mark explains the intricacies of the data clearly and also gives you clear understanding of financial ebbs and flows. We would recommend Mark and True Bearing for support with your finances.
Excellent service and advice received by Mark O'Neil at True Bearing. Very professional, as is the rest of True Bearing supportive staff. Advice has been expertly tailored to meet personal investment objectives and scheduled reviews are very well prepared and conducted with the utmost courtesy, professionalism, openness and honesty. Very highly recommended.
Mark O’Neill at True Bearing was recommended to me by my daughter. As a solicitor she was very careful in her recommendation, Mark came highly regarded. Mark is very knowledgeable and also shows considerable empathy. My portfolio has been put together to meet my future financial needs. Time was taken to consider my options and I have received very regular updates. The home visits have been particularly helpful as during our convivial conversations Mark was able to gauge my requirements. As a “ newcomer “ to financial planning I feel very confident in True Bearing , Mark and the team.
I have no hesitation in recommending Mark O'Neill of True Bearing Financial Planning. He provides bespoke expert advice in managing my portfolio, consistently demonstrating professionalism and his extensive experience of the ever-evolving financial climate.
How much do I need to retire? This is the question I’d been asking myself for a couple of years, whilst never finding the answer. That is until I was encouraged to contact Mark O’Neill, at True Bearings. With Mark’s patience, expert knowledge and advice my investments have enabled me to begin the next chapter in my life for which I can’t thank him and his team enough.
Having used Mark O’Neil and the team at True Bearing for many years for various pensions, investment and financial planning services I cannot recommend them highly enough. They have always been incredibly professional and attentive to all our needs whilst providing a level of service rarely seen these days. I would whole heartedly recommend that you speak with them about any financial matters you need assistance with as Mark and the team will not let you down. Thank you for all your help over the years and I look forward to continue working with you.
We have been lucky enough to receive financial advice from David Houghton at True Bearing which has left us very reassured especially as we are heading towards retirement. Our experiences with previous financial advisers has not been great and so we are delighted to find someone honest and trustworthy to help us. Everything has been made clear and all information was very accessible and jargon free which is refreshing and a big relief. David has left us feeling that we are in safe hands and that we have been listened to. Not only has David saved us money but we are very confident that our investments are on a better track than they have ever been.
An absolute pleasure to have dealings with True Bearing and in-particular Mark Peary. We were kept fully informed of all options open to us and not at all hurried or pressured into making any decisions. We are finally in a position where our legacy plans are in-place for the benefit of our family and not lost unnecessarily to the state or others that might otherwise have benefitted from our years of hard work. Look no further if you need a client focused, honest and 100% trustworthy team to guide you through the myriad of options to arrive at a position that suits your individual needs.
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