About True bearing chartered financial planners
True Bearing Chartered Financial Planners: Providing Industry-Leading Financial Advice
True Bearing Chartered Financial Planners is an independent firm of financial advisers based in Chorley, UK. The company has been providing industry-leading financial advice to clients for over 20 years. True Bearing's team of experienced and qualified Independent Financial Advisers (IFAs) are dedicated to helping clients achieve their financial goals.
At True Bearing, the focus is on building long-term relationships with clients. The company believes that by understanding each client's unique circumstances and objectives, it can provide tailored solutions that meet their needs. This approach has helped True Bearing build a reputation as one of the most trusted and respected firms of financial advisers in the UK.
The company offers a wide range of services to individuals, families, and businesses. These include retirement planning, investment management, inheritance tax planning, protection planning (including life insurance), corporate financial planning (including employee benefits), and more.
Retirement Planning
True Bearing understands that retirement planning can be complex and confusing for many people. That's why its team of IFAs works closely with clients to help them understand their options and make informed decisions about their retirement plans. Whether it's saving for retirement or managing income during retirement, True Bearing can help.
Investment Management
Investing can be a great way to grow wealth over time but it comes with risks too. At True Bearing Chartered Financial Planners we have experienced investment managers who will work closely with you to create an investment strategy that aligns with your goals while minimizing risk as much as possible.
Inheritance Tax Planning
Inheritance tax is something many people don't think about until it's too late but at True bearing we believe in being proactive rather than reactive when it comes to inheritance tax planning so our experts will work closely with you on this matter so you don't have any surprises down the line.
Protection Planning
Life insurance is important because it provides financial security for your loved ones in the event of your death. At True Bearing, we can help you find the right life insurance policy to meet your needs and budget. We also offer other types of protection planning, including critical illness cover and income protection.
Corporate Financial Planning
True Bearing Chartered Financial Planners also offers corporate financial planning services to businesses. This includes employee benefits such as pensions, group life insurance, and health insurance. Our team of experts will work with you to create a tailored plan that meets the needs of your business and employees.
In conclusion, True Bearing Chartered Financial Planners is an independent firm of financial advisers that has been providing industry-leading advice for over 20 years. The company's team of experienced IFAs are dedicated to helping clients achieve their financial goals by providing tailored solutions that meet their unique circumstances and objectives. Whether it's retirement planning, investment management or inheritance tax planning - True Bearing has got you covered!