We offer financial planning advice on a wide range of areas that may affect you, your family and your business. The retirement and pensions specialists at True Bearing offer highly qualified advice tailored to your specific needs and circumstances to create a plan that aligns with your life goals.
At True Bearing, we are here to provide high-quality investment advice to help make your money work hard for you, and achieve the financial goals you have set for yourself.At True Bearing, we are here to provide you with the expert sustainable, impact, and ESG investment advice you need.
At True Bearing, we are here to provide high-quality investment advice to help make your money work hard for you, and achieve the financial goals you have set for yourself.At True Bearing, we are here to provide you with the expert sustainable, impact, and ESG investment advice you need.
Services
How much you have in your pension pot depends on what you're willing to contribute and how your investments perform. By understanding what you can afford, you will be able to make smarter decisions when planning for the future. Many people aim to have a pension pot totalling two-thirds of their current salary by retirement.
To find out more about True Bearing's pre-retirement planning courses and workshops, get in touch with Maria Dabipi. We look forward to discussing or arranging a course for you that will be tailored to meet the needs of your organisation and your employees. Call our office on 01257 260011 to get started, or call Maria on 07545 834030.
I can confirm that I have been given permission to share my friends contact details with you. The voucher will only be sent to you once the referred person becomes a client of True Bearing. A client is someone who has accepted and implemented financial advice from True Bearing. Family member does not include spouse/partner.
Reviews (9)
Robert Hall
Jan 27, 2022
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Having used Mark O’Neil and the team at True Bearing for many years for various pensions, investment and financial planning services I cannot recommend them highly enough. They have always been incredibly professional and attentive to all our needs whilst providing a level of service rarely seen these days. I would whole heartedly recommend that you speak with them about any financial matters you need assistance with as Mark and the team will not let you down. Thank you for all your help over the years and I look forward to continue working with you.
Steve Smithers
Nov 30, 2021
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Highly professional organisation providing no nonsense clear and practical financial planning advice and services.
Since choosing True Bearing I've had several review meetings with Pete my financial advisor and always received friendly advice and recommendations. No pressure selling, just trustworthy, sensible options based upon my current position and prevailing market conditions. Would have no hesitation recommending.
Since choosing True Bearing I've had several review meetings with Pete my financial advisor and always received friendly advice and recommendations. No pressure selling, just trustworthy, sensible options based upon my current position and prevailing market conditions. Would have no hesitation recommending.
Michael Bentley
Nov 19, 2021
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Peter Lucas
Nov 09, 2021
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Since being introduced to Mark O’Neill we have formed a good trusting friendship and understanding of each other. He always explains his reasoning well and puts everything in layman’s terms when asked to explain anything. We couldn’t recommend him highly enough and look forward to a continuing good working relationship long into the future.
Marie
Oct 09, 2021
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I have been with True Bearing for ten years, aiming to achieve a smooth transition from a busy career into retirement with a secure income.
Mark O"Neill has consistently been a trusted and efficient FA with a positive, friendly manner. His knowledge is always up-to-date, planning and implementation meticulous; always with an eye on comfortable risk levels.
With an efficient back room team, Mark provides a twice yearly review yet is always on hand to answer any day to day queries.
Retirement in any financial climate is never without stress and recent turbulent times have been unprecedented. Mark
Mark O"Neill has consistently been a trusted and efficient FA with a positive, friendly manner. His knowledge is always up-to-date, planning and implementation meticulous; always with an eye on comfortable risk levels.
With an efficient back room team, Mark provides a twice yearly review yet is always on hand to answer any day to day queries.
Retirement in any financial climate is never without stress and recent turbulent times have been unprecedented. Mark
Rose Eileen Hakes
Sep 27, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Over the last few years True Bearing have provided us with sound and professional investment advice. Always transparent, always available to answers queries and always honest. Mark O’Neill and team have guided us wisely never pushing, our annual reviews aren’t hurried and are filled with information to help us make future decisions.
Over the last few years True Bearing have provided us with sound and professional investment advice. Always transparent, always available to answers queries and always honest. Mark O’Neill and team have guided us wisely never pushing, our annual reviews aren’t hurried and are filled with information to help us make future decisions.
Hugh Wilson
Sep 16, 2021
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True Bearing have been acting on our behalf for ten years and have consistently given expert advice including retirement planning. We have always felt they have looked after our investments to achieve the best results in an ever changing market. Mark O’Neill and his team have built an excellent professional relationship with us and communicated clearly and supportively at all times.
Billie Weld-Blundell
Sep 09, 2021
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Mark O’Neill at True Bearing was recommended to me by my daughter. As a solicitor she was very careful in her recommendation, Mark came highly regarded. Mark is very knowledgeable and also shows considerable empathy. My portfolio has been put together to meet my future financial needs. Time was taken to consider my options and I have received very regular updates. The home visits have been particularly helpful as during our convivial conversations Mark was able to gauge my requirements. As a “ newcomer “ to financial planning I feel very confident in True Bearing , Mark and the team.
Amanda Levasseur
Sep 09, 2021
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I contacted True Bearing in Autumn 2020 to obtain financial advice in preparation for mine & my husbands’ retirement the following summer. Due to covid our meetings with Mark Russel were via Microsoft Team which was sightly challenging for us, being technophobes but Mark was patient and professional. Qualities that he displayed over the next year as I had to reschedule several times, on each occasion Mark was flexible and accommodated our needs.
Following our initial meeting Mark prepared a cashflow report which demonstrated our various options, clearly illustrating the impacted of inflation
Following our initial meeting Mark prepared a cashflow report which demonstrated our various options, clearly illustrating the impacted of inflation
