Helen Lupton

Company Director at True Bearing Chartered Financial Planners

Helen Lupton's Professional Contact Details

Email (Verified)

****@truebearing.co.uk

Get Email Address

+44 1257 260011

Location

Preston, England, United Kingdom

Company

True Bearing Chartered Financial Planners

Person Seniority

director

Helen Lupton's Current Company Details

True Bearing Chartered Financial Planners

Chorley, England, United Kingdom • 24 Employees

finance

True Bearing Chartered Financial Planners are an Independent Financial Advisory Firm based in the North West. Founded in 2003, our growth has accelerated through a clear focus on professionalism, excellence, strong mutual business partnerships and creative business thinking. We have a team of IFAs, supported by a highly dedicated back office team of paraplanners, adviser assistants, administrators and compliance staff. Our vision has always been to be the premier firm of IFAs throughout the North West. We are one of the region's most highly qualified and entrepreneurial independent financial advisory firms. Our service portfolio comprises: wealth management; pensions and retirement planning; mortgages and protection planning; tax planning, corporate/business planning advice and legacy planning services. We also provide some specialist services such as pre-retirement workshops and care fees planning, through our Centre of Excellence. The firm gained Corporate Chartered Status in 2010, putting us in the top 4% of the country's IFAs by qualification. We offer a professional yet personal planning service, built on trust, experience and transparency to individuals and businesses alike. We hold the Investors in People Gold Standard Award for the second time running. Winners of the Red Rose Awards 'Financial Firm of the Year'â€‹, the 2016 BIBAs (Be Inspired Business Awards) 'Professional Practice of the Year'â€‹, and 'Excellence in Corporate Social Responsibility'â€‹. True Bearing ranks education very highly and continuous professional development is encouraged at all levels of staff, supported by us. Furthermore, we like to do our bit for the community. Through our charity committee, we support all sorts of charities and in 2014 we launched our Last Choir Singing programme aimed at KS2 aged schoolchildren and their families through the schools.

Founded Year

2003

Organization Website

truebearing.co.uk

Organization Languages

English

Organization Revenue

25000

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