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Monday, July 15, 2024

True Bearing Chartered Financial Planners Breaks The £5 Million Threshold

True Bearing Chartered Financial Planners, one of the North’s leading Independent Financial Adviser firms, is pleased to confirm that total gross income for quarter two of 2017 has exceeded £1.25 million, or an annualised rate of £5 million.

Managing Director Sue Peary stated: “We are starting to see the benefit of the substantial investment in our business over the past three-four years. We have to recognise the contribution and commitment of our team. They constantly go above and beyond. Most of all though we must thank our clients, for trusting us to give them GOOD ADVICE and GOOD SERVICE.”

Launched in 2003, the firm operates from offices in Euxton, Chorley and has ambitious plans to develop further. Chairman George Critchley said: “We are those people who lie awake at night working out how to do things better. We have several further projects planned to stay ahead of the game.”

The last 12 months have been particularly rewarding. In 2016 True Bearing were named Best Financial Firm in the Red Rose Awards. That was surpassed at the BIBAS, where True Bearing won two categories; Best Professional Firm and Best for Corporate Social Responsibility. True Bearing are the creators, organisers and sponsors of Lancashire’s Last Choir Singing, an amazing Junior School Choir Competition for 8-11 year olds.

Sue Peary continued: “We expect to create many new jobs over the next few years as we grow from our current numbers of 58 up to a targeted 80 employees.”

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