IFA firm True Bearing has boosted its staff with four new team members.
In comes Michael Hawthorne as IFA; Peter Passi goes to the para planning team; Andrew Green in as Training and Competency Supervisor; and, Stephen Bailey in as Adviser Assistant within the firm’s support team.
Hawthorne will advise across a broad range of areas including pension and retirement planning, investments, inheritance tax and helping company directors with the opportunities which are present. He is a Chartered Financial Planner with extensive industry knowledge.
Passi will assist with the preparation, research and organisation of financial plans for True Bearing’s clients.
Green is an experienced financial services professional, holding ‘Chartered’ status. He will support the financial advisers in their roles, delivering all training and competency activities.
Bailey has spent a number of years working in financial services and will lend his technical expertise to the advisers and their clients.
Chairman of True Bearing George Critchley said: “Our aim is simple: to deliver good advice and good service to our clients. The new team members add to our capability of providing professional, trusted advice by an experienced, qualified and friendly firm. We tailor our service around the individual needs of each client in order to get them the best solutions and we strongly believe in in building long term relationships with our clients.
“These appoints strengthen further, the professional advice True Bearing offers and demonstrate our continued commitment to providing the very best service to our clients.”
(picture shows, left to right, Stephen Bailey, Michael Hawthorne, George Critchley, Andrew Green and Peter Passi) https://www.truebearing.co.uk/