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Saturday, July 20, 2024

True Bearing Expands Team

Award-winning Independent Financial Advisers, True Bearing, has strengthened its service offering with the appointment of four new team members.

Michael Hawthorne joins the practice as an Independent Financial Adviser. Michael advises across a broad range of areas including pension and retirement planning, investments, inheritance tax and helping company directors with the many opportunities which are present. He is a Chartered Financial Planner with extensive industry knowledge and a proven track record in delivering top quality financial planning.

Joining the para planning team is Peter Passi. Peter has vast technical knowledge and will assist with the preparation, research and organisation of financial plans for True Bearing’s clients.

Andrew Green joins the practice as Training and Competency Supervisor. Andrew is an experienced financial services professional, holding ‘Chartered’ status. He will support the financial advisers in their roles, delivering all training and competency activities.

Stephen Bailey has joined the firm’s support team, acting as Adviser Assistant. Having spent a number of years working in financial services, Stephen’s technical expertise will be of great benefit to the advisers and their clients that he will be working with.

George Critchley, Chairman of True Bearing, said: “Our aim is simple: to deliver GOOD ADVICE and GOOD SERVICE to our clients. The new team members add to our capability of providing professional, trusted advice by an experienced, qualified and friendly firm.  We tailor our service around the individual needs of each client in order to get them the best solutions and we strongly believe in in building long term relationships with our clients.

“These appoints strengthen further, the professional advice True Bearing offers and demonstrate our continued commitment to providing the very best service to our clients.”

True Bearing has been going from strength to strength since its launch in 2003, advising companies and individuals throughout the UK. In 2016 they were named as a ‘Top 100 UK Adviser’ and collected The Red Rose Award for ‘Best Financial Firm’ and two Be Inspired Business Awards (BIBAs) for ‘Professional Practice of the Year’ and ‘Excellence in CSR’.



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