Chris Speak Information

Are you looking for the very best friendly, professional advice on any financial issue?

From pensions and property to investment, mortgages and will writing, Chris Speak is the person you should contact on all matters financial.

Chris and the team at True Bearing Ltd are dedicated to an ongoing programme of knowledge enhancement which means you get the most up-to-date and practical solutions to your financial issues.

Specialising in the areas of corporate and personal pension planning, financial advice, pension advice, Chris works closely with other professionals in the Preston legal and accountancy communities to ensure that complete financial planning is available to both corporate and private clients.

Chris can also provide financial recommendations to sporting professionals including investment property advice and specific property investment portfolio fund advice.

A complete range of financial services available from Chris Speak:

Group Pensions
Deposit Based Accounts
Inheritance Tax Planning
Director & Executive Pensions
ISAs
Life Assurance
Investment Trusts and Investment Property Funds
Self Invested Personal Pensions,
ISA and PEP Transfers
Critical Illness Cover
Unit Trusts
Income Protection
Personal and Stakeholder Pensions 
Private Medical Insurance
Flexible Retirement Options
Investment Trusts Onshore
Offshore Investment Bonds
Property Investment
Pension Advice
Mortgages
School / University Fees Planning
Children’s Savings Schemes
Personal pensions

Chris Speak believes in detailed, quality financial advice, with new and existing clients benefiting from face to face assistance.

He is committed to providing a high level of financial consultants service in relation to both immediate and ongoing needs.

Chris feels that it is vital in today’s market place that he provides clients with ongoing monitoring of their financial circumstances and regular financial reviews.

Using the latest independent I.T. to research and prepare his  financial advice and recommendations, including the use of Asset Allocation models, Chris and the team of financial consultants are able to advise Preston people on all personal and corporate financial issues.

Chris is an active golfer and footballer having previously enjoyed a professional football career with Blackpool.

Testimonials

I would like to thank you for your advice and professional expertise in helping me to consolidate my personal pension arrangements.

It was great to be able to talk to someone who had the patience to explain the terminology, advise me on the different options available and leave me understanding the investments choices to be made.

I’m now confident that my retirement funds will be healthier and monitored in forthcoming years, not left to do their own thing, as has been the case in the past.

I am happy to recommend you to colleagues, family and friends and as my financial circumstances change, my family grows and my business expands, I will not hesitate to call upon your expertise again in the future for other financial services.

Miss K M Williams, Chorley, Nr. Preston

I just wanted to express my sincere thanks for the tremendous effort and work you have put into organizing and re-arranging my retirement funds.

When I came to you I was completely confused and concerned as to what payments I was making, where they were going and how much I was likely to receive upon retirement.

Your professionalism throughout was impeccable but what has impressed me the most, about your service, is that I am only a small client for you but you still gave me time, respect and attention where as two other financial advisors only advice was ‘everything looks okay’.

Through your research into my personal pensions fund, you quickly recognized that everything was not ‘okay’ and that my funds were considerably underperforming. You explained this in an easy and clear way and showed me different investment alternatives before providing me with your professional opinion and a full report to support it.

For the first time in 10 years I now know what to expect when I retire and know of the options available to me for future investments. I also feel completely comfortable in knowing that I now have someone I trust who will continue to monitor my funds future performance. I cannot recommend your services highly enough and would suggest that anyone who is unsure about their financial future, contact you. 

Mr M Holman, St Helens

Call Chris Today:

For an initial financial consultation without obligation, please contact Chris on 01257 260011 or 07939 192003

Alternatively, e-mail chris.speak@truebearing.co.uk and remember sure you mention that you saw Chris recommended under financial advisors on  'The Best of Preston'

True Bearing Ltd. Registered in England. Registration Number 4806442.
Registered Office: B2 Chorley Business & Technology Centre, Euxton Lane, Euxton, Chorley, Lancashire, PR7 6TE
True Bearing Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.