True Bearing Chartered Financial Planners Financial Service in Chorley, Euxton

Reviews

1. Phil Wilkinson ★★★★★

   Mark and Joanne at True Bearing Chartered Financial Planners have been getting Sandra and me ready for retirement for 12 years now. We did not start in a good place and during that time Mark and Joanne have helped us navigate Brexit, COVID, invasion of Ukraine, and the Oct-22 economic turmoil. With Mark’s and Joanne’s help, expertise, and attentiveness we now view the prospect of our retirement with much more confidence than we did when we started this journey.

   almost 3 years ago
2. Ed Lillie ★★★★★

   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.

   almost 4 years ago
3. Al Philipson ★★★★★

   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.

   almost 4 years ago

1. Ian Ward ★★★★★

   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.

   almost 4 years ago
2. Michaela Dunlea ★★★★★

   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.

   almost 4 years ago
3. Robert Hall ★★★★★

   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.

   almost 4 years ago

1. Marie ★★★★★

   I have been with True Bearing for ten years, aiming to achieve a smooth transition from a busy career into retirement with a secure income. Mark O"Neill has consistently been a trusted and efficient FA with a positive, friendly manner. His knowledge is always up-to-date, planning and implementation meticulous; always with an eye on comfortable risk levels. With an efficient back room team, Mark provides a twice yearly review yet is always on hand to answer any day to day queries. Retirement in any financial climate is never without stress and recent turbulent times have been unprecedented. Mark is the commander you need at the helm steering a steady course into calmer seas.

   almost 4 years ago
2. Hugh Wilson ★★★★★

   True Bearing have been acting on our behalf for ten years and have consistently given expert advice including retirement planning. We have always felt they have looked after our investments to achieve the best results in an ever changing market. Mark O’Neill and his team have built an excellent professional relationship with us and communicated clearly and supportively at all times.

   almost 4 years ago
3. Billie Weld-Blundell ★★★★★

   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.

   almost 4 years ago

FAQs