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George Critchley
FUNDS UNDER ADVICE
£592m
FEE-EARNING ADVISERS
21
NUMBER OF CLIENTS
3,407
True Bearing

Established in 2003 by George Critchley, True Bearing is a chartered financial planning firm whose track record is one of real success. Working with more than 7,000 individuals and business clients throughout the North West and the UK, it provides a tailored financial planning service covering pensions, investments, financial protection, inheritance tax planning and more.

It was awarded tchartered status in 2010, and has been trusted by its clients to invest more than £592m on their behalf. Its financial advisers have received specialist ESG and impact investment training, and in the last two years have invested £27m into sustainable and ethical investments.

True Bearing was one of the first independent financial advisers in the UK to receive the prestigious Investors in People gold award. This underlines its status as a great place to work, and it was delighted to learn the award has been renewed for 2021.