Chris has a vast amount of knowledge in pension advice, personal pensions, property investment, investment trusts and investment advice, having also attained the Financial Planning Certificate.
Christopher and the team of Preston based financial consultants specialise in the areas of corporate and personal pension planning, financial advice, pension advice and are committed to an ongoing programme of knowledge enhancement on investments to benefit Preston people.
Possessing a genuine desire to provide high quality financial advice, Christopher works closely with other professionals in the Preston legal and accountancy communities to ensure that complete financial planning is available to both corporate and personal clients.
He also provides financial recommendations to sporting professionals including investment property advice and specific property investment portfolio fund advice.
Investments and Savings 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
Christopher 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.
Christopher 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, Christopher and the team of financial consultants are able to advise Preston people on all personal and corporate financial issues.
Group Pensions, Deposit Based Accounts, Inheritance Tax Planning, Director & Executive Pensions, ISA’s, 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, and Personal pensions.
Using the latest independent I.T. to research and prepare his recommendations, including the use of Asset Allocation models,
Christopher is able to advise on all personal and corporate financial issues.
Christopher is an active golfer and footballer having previously enjoyed a professional football career with Blackpool FC.
Christopher lives in the Preston area with his wife, Suzanne.
For an initial financial consultation without obligation, please contact Christopher on 01257 260011 or 07939192003, alternatively e-mail and make sure you mention "The Best of Preston" recommendation for financial consultants:
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.