True Bearing Chartered Financial Planners

True Bearing Chartered Financial Planners

We are a highly qualified Chartered Financial Planning Firm offering independent financial advice to clients through the North West.

  • We are a people business, holding the Gold Award for Investors in People (IIP).
  • We gained Corporate Chartered Status in 2010, standing in the top 4% of the country’s IFA Firms by qualification.
  • Winners of the 2012 Red Rose Awards for Financial Firm of the Year. We were also runners-up in the 2014 Be Inspired Business Awards (BIBAs) in the categories of Employer of the Year and Professional Business of the Year.
  • We have developed a strong corporate social aspect to our company and are working with partners to promote environmental awareness and education in ways that are sustainable.

Website: www.truebearing.co.uk

Pennine Wealth Solutions

Pennine Wealth Solutions

We are delighted to welcome Pennine Wealth Solutions (PWS) as secondary sponsor to the competition. Pennine Wealth Solutions is a discretionary management service that provides access to a broad range of risk-rated model portfolios actively managed by experienced fund managers.

Designed to provide value for money and clearer communication and access to wide range of investments, PWS is an investment solution for IFAs to use with their clients.

Website: www.penninewealthsolutions.co.uk

The information contained within this website is intended for UK investment professionals only. Retail investors should contact their Independent Financial Adviser.