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Adam Peary Email
Business Optimisation Manager . True Bearing Chartered Financial Planners
Chorley,
LocationPrimary Email
How to contact Adam Peary
Join and see Adam's contact info for free!Current Roles
Employees:
89Revenue:
$18.7MAbout
True Bearing Chartered Financial Planners are an Independent Financial Advisory Firm based in the North West. Founded in 2003, our growth has accelerated through a clear focus on professionalism, excellence, strong mutual business partnerships and creative business thinking. We have a team of IFAs, supported by a highly dedicated back office team of paraplanners, adviser assistants, administrators and compliance staff. Our vision has always been to be the premier firm of IFAs throughout the North West. We are one of the region's most highly qualified and entrepreneurial independent financial advisory firms. Our service portfolio comprises: wealth management; pensions and retirement planning; mortgages and protection planning; tax planning, corporate/business planning advice and legacy planning services. We also provide some specialist services such as pre-retirement workshops and care fees planning, through our Centre of Excellence. The firm gained Corporate Chartered Status in 2010, putting us in the top 7% of the country's IFAs by qualification. We offer a professional yet personal planning service, built on trust, experience and transparency to individuals and businesses alike. We hold the Investors in People Gold Standard Award for the third assessment in a row. Winners of the Red Rose Awards 'Financial Firm of the Year' 2018 and Finalists at the BIBAs (Be Inspired Business Awards) 'Professional Practice of the Year', and 'Medium Business of the Year'. True Bearing ranks education very highly and continuous professional development is encouraged at all levels of staff, supported by us. Furthermore, we like to do our bit for the community. Through our charity committee, we support all sorts of charities and in 2014 we launched our Last Choir Singing programme aimed at KS2 aged schoolchildren and their families through the schools.True Bearing Chartered Financial Planners Address
2 Buckshaw CourtChorley, null
UK