Get a consultation
As a parent, you know what’s most important; your family…but what if something unexpected happened, would they be financially secure?
You and your family deserve the very best financial advice and financial protection that will help to keep you safe and secure, regardless of what obstacles life throws at you. At True Bearing, we provide trusted financial protection advice including life assurance, income protection and critical illness protection to parents and families to help achieve this peace of mind.
As a parent with a young baby himself, our qualified, Chartered Financial Planner Nick Porter recognises how important your family is to you! He will work alongside you to create a financial protection plan that safeguards what you care about the most. He’s here to understand your needs and aspirations so he can create a solution that provides stability and security for your family and career.
“As a Chartered Financial Planner, I spend my time meeting with people from different backgrounds to help make sure they are on a secure financial footing. This involves fully understanding your own personal circumstances and working together to identify what is important to you.
Having recently become a Dad for the first time, I understand the issues facing young families and how your priorities can change almost overnight. By understanding the impact to your family if you or a partner were no longer around, or unable to work, you can take relatively simple steps to protect them.
Saving for and on behalf of your children can also be a priority, and we can help with understanding and establishing suitable investments.”
At True Bearing, our ethos is different from most other Independent Financial Advisory firms. We will put you at the centre of what we do, building a lasting relationship with you to help you achieve lifelong financial security and stability. We also understand that financial matters can be stressful and complicated. You can rely on us to provide simple to understand, independent and objective financial and protection advice so you can feel reassured that your future finances are in safe hands.
To start your financial planning journey with Nick and True Bearing, get in touch with us today on 01257 260011 to arrange a no-obligation introductory appointment at our expense.
True Bearing offer Independent Financial Advice on the following aspects of financial planning:
- Sustainable Investments
- Tax Planning
- Trust and Estate Planning
- Financial Advice for Businesses of all Sizes
True Bearing was launched in 2003 and is based in the Lancashire village of Euxton, near Chorley. Our team of 22 Independent Financial Advisers cover the whole of the North West and beyond, including Lancashire, Cheshire, Greater Manchester, Liverpool, Merseyside and Cumbria, so there will be one near you.
We are a Chartered firm, which means that we rank in the top 15% of UK IFA firms by qualification. So, by choosing True Bearing you will be working with one of the North West’s most respected and well-qualified financial planning firms.
We were awarded the prestigious corporate Chartered status by the Chartered Insurance Institute in 2010. We are proud to have retained this Chartered status for the last ten years, proof of our ongoing commitment to professional development, providing excellent service and advice to our clients.
To speak to Nick about any aspect of financial planning or protection, call us on 01257 260011 to arrange a no-obligation introductory appointment.
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning
- Long Term Care