True Bearing
About us
Lancashire based True Bearing Ltd is a Chartered Financial Planning Firm. Their highly qualified independent financial advisers (IFAs) offer a professional, yet personal financial planning service, built on trust, experience and transparency.
True Bearing Chartered are one of the first IFAs in the UK to receive the Gold Standard Investors in People award. They also gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.
True Bearing Chartered Cares
Many of you will have parents or close relatives, facing care issues at a time that is both 
challenging and very worrying. To assist and advise on paying for care, True Bearing Chartered have established a “Centre of Excellence”.
As a regional specialist, they have organised training days to bring the latest legal knowledge of care issues to the North West. The latest key speaker was Barrister, Tish Hanifan, founder of SFE Solicitors for the Elderly.
Two leading IFAs, Les Gregory and Julie Castley will be attending the Roadshow, offering extensive advice to personal clients, care home owners, care firms, solicitors and care associations.
Both Julie and Les have years of experience advising in the Care Fees arena.
In addition to care fees planning, Julie and Les can advise on a range of topics including:
- Retirement Planning and Options
- Personal and Corporate Pensions
- Investment Planning
- Care Fees Planning
- Inheritance Tax Solutions
For more information on how you can arrange the payment of care fees for your loved ones in a tax efficient manner, and protect their estate, come and talk to Les and Julie at the Roadshow.
True Bearing Chartered has a close relationship with Symponia, the national specialists body. They are members of the Lancashire Care Association.
Contact Us
True Bearing Chartered
2 Buckshaw Court, East Terrace Business Park,
Euxton Lane, Euxton, Lancashire PR7 6TB
Tel: 01257 260011
Web: www.truebearing.co.uk
True Bearing is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate tax advice.
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Upcoming events
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Future Events
If you would like further details about the 55+ and Retirement Roadshows or would like to take part in any of these exhibitions, please contact info@retirementroadshow.co.uk
or
Victoria.milsom@thenationalcareline.org
Testimonials from visitors of previous shows
Kidderminster 12-6-16 at The Town Hall.
Just a few lines to thank you for the wonderful hospitality shown to me on Saturday. I enjoyed myself immensely and I was good to chat with the exhibitors at the Roadshow. My sincere thanks and gratitude to everyone involved. Councillor Mary Rayner, Mayor of Kidderminster
The Guildhall, Worcester 25-3-2017
"I thoroughly enjoyed walking around and talking to so many people at the event. It was so informative and I saw so many people doing good for others who were less fortunate than themselves. This kind of activity is so important for any civilized society so a very big "thank you" to you for organizing it all." Mr A
Mr and Mrs M said, " wonderful show, packed with information".
Mrs J said," I am so glad that I went in, there was something for everyone. I will definitely be going again next year".
The Guildhall, Worcester 9-3-2019
Take a look at the video of our latest show. We were very busy from start to finish.
It was a great day and enjoyed by all. Click this link and take a look.
You could also view what went on when we last visited Kidderminster
watch the Retirement Roadshow video
Sponsors
