True Bearings exceeds £1.25m gross income for second quarter and plans expansion

One of the North’s leading IFAs, True Bearing Chartered Financial Planners, has announced a gross income exceeding £1.25m for the second quarter.

Managing Director Sue Peary stated: “We are starting to see the benefit of the substantial investment in our business over the past three-four years. We have to recognise the contribution and commitment of our team. They constantly go above and beyond. Most of all though we must thank our clients, for trusting us to give them good advice and good service.

“We expect to create many new jobs over the next few years as we grow from our current numbers of 58 up to a targeted 80 employees.”

Launched in 2003, the firm has offices in Euxton and Chorley, and wishes to expand its operations.

Chairman George Critchley said: “We are those people who lie awake at night working out how to do things better. We have several further projects planned to stay ahead of the game.”

It’s a been a busy last 12 months for the firm. It was named Best Financial Firm in the Red Rose Awards, and at BIBAS, it won in two categories: Best Professional Firm and Best for Corporate Social Responsibility.

True Bearing also sponsors the Lancashire’s Last Choir Singing, a Junior School Choir Competition for 8-11 year-olds.

(picture shows team collecting an award at BIBAS)