True Bearing Chartered Financial Planners Euxton Lane, Euxton, Chorley PR7 6TE
About the Business
True Bearing Chartered Financial Planners is a leading financial institution based in the heart of Chorley, United Kingdom. Established with the aim of providing comprehensive financial planning and advisory services to individuals, families, and businesses across the country, True Bearing Chartered Financial Planners has earned a reputation for its exceptional commitment to customer service and delivering tailored solutions for clients.
Located at Assurance House within the Chorley Business & Technology Centre on Euxton Lane, True Bearing offers a wide range of financial planning services and advice on investment management, retirement planning, tax planning, and wealth protection, among others. Guided by a team of experienced and qualified financial planners who hold Chartered status, the institution is committed to providing expert advice and finding innovative solutions to meet the evolving needs of its clients.
One of the key strengths of True Bearing Chartered Financial Planners is its ability to provide a personalised service to its clients. With a deep understanding of the unique needs and circumstances of each client, the institution is dedicated to delivering bespoke and holistic solutions that go beyond meeting financial objectives to help clients achieve their broader aspirations.
As a point of interest, True Bearing Chartered Financial Planners has earned multiple awards and accolades for its exceptional services, including the prestigious "Chartered Financial Planners of the Year" award from the Chartered Insurance Institute. This is a testament to the institution's commitment to maintaining the highest standards of professionalism, ethics, and customer care.
At True Bearing Chartered Financial Planners, clients can be assured of receiving expert advice, exceptional service, and tailored solutions that put their interests first. Contact us today to find out how we can help you achieve your financial goals and secure your financial future.
Photos
Location & Phone number
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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 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."
"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."
"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."
"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."
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