Amber River True Bearing

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 is the commander you need at the helm steering a steady course into calmer seas.

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.

Mark and joanne at true bearing chartered financial planners have been getting sandra and me ready for retirement for 12 years now. we did not start in a good place and during that time mark and joanne have helped us navigate brexit, covid, invasion of ukraine, and the oct-22 economic turmoil. with mark’s and joanne’s help, expertise, and attentiveness we now view the prospect of our retirement with much more confidence than we did when we started this journey.

Excellent meeting with mark russel yesterday to discuss retirement planning. mark provided me with good guidance and tips, including taking a broader view of retirement.

Giselle visited us twice to discuss our pensions thoroughly and patiently. she made everything so clear to understand and progressed our requests in a friendly and timely way. we would certainly use her services again and would fully recommend her.