Chris and the team at True Bearings Ltd have many years of experience in advising and enlightening their clients on savings, pensions and investments in Preston and beyond.
Chris Speak – The Best of Preston recommendation for Pensions and Investments.
The True Bearing mission statement is to become the Premier Independent Financial Planning firm in Lancashire.
This is underpinned by focusing on excellence, honesty, dynamism and quality of service. True Bearings Ltd financial planners offer a combination of expertise and exceptional service to their clients and professional business partners.
Specialising in corporate and personal financial advice; savings, pensions and investments; 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 also provides financial recommendations to sporting professionals including pension funds investment advice and specific property investment portfolio fund advice.
Chris Speak – The Best of Preston recommendation for Pensions and Investments.
True Bearings Ltd has advisers offering financial planning for older clients and a division of female financial advisers specialising in areas more pertinent to women.
A complete range of financial services are 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 – The Best of Preston recommendation for Pensions and Investments.
Chris provides his clients with ongoing monitoring of their financial circumstances including regular financial reviews of their savings, pensions and investments.
True Bearings Ltd – The Right Direction for Financial Advice
Chris and the team operate from modern offices close to Preston, in the heart of Lancashire, just off the M6, M61 and M65 motorways.
For an initial financial consultation without obligation, please contact Chris Speak on 01257 260011 or 07939192003, alternatively e-mail and make sure you mention "The Best of Preston" recommendation for Pensions and Investments:
chris.speak@truebearing.co.uk
www.truebearing.co.uk
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.