Regional Lancashire Independent Financial Adviser (IFA) firm, True Bearing Chartered Financial Planners, has found itself nominated as one of the top 5 IFA’s in the North of England. The Awards run by Citywire and New Model Advisor will announce all regional winners at their Conference and Awards later this month.
In 2017 True Bearing enjoyed 20% plus growth for the fourth year in succession. In December last year, they achieved their third consecutive Investors in People Gold Award. True Bearing has grown its employees by a further increase of 10% to 63 at their Euxton, Nr Chorley site, strengthening their service offering and professional advice across all areas of the business.
Launched in 2003, True Bearing are known for the quality and skills of their team. They provide personal financial advice to individuals, small corporates and charities. In addition, through their Financial Seminar programme, they assist over 40 major UK employers with their Employee Financial Education Programmes.
Director Mark O’Neill states, “We are passionate about giving good financial advice and good service. I find after that, the rest usually takes care of itself.”