Jones Harris Chartered Financial PlannersWe are a team of highly qualified, professional and friendly advisers. We are here to cut through the jargon and provide you with an outstanding personal financial planning service.

Jones Harris Chartered Financial Planners (JHCFP) is a joint venture between Jones Harris Chartered Accountants and True Bearing Chartered Financial Planners.

Jones Harris Chartered Accountants was founded over 40 years ago by Charles Bryning and Alan Newbold, who had the vision to design and develop an accountancy firm which simply did things better than other firms. Their aspirations included the delivery of service levels, which exceeded those other firms believed to be satisfactory, and the ultimate goal of becoming the largest independent and premier accountancy firm on the Fylde Coast.

They realised that most clients viewed their accountants as a “necessary evil” and if there was no taxation system or Companies Act in place to force them to produce annual accounts then accountancy firms would become an endangered species, and so they set out to run an accountancy firm from a completely different perspective, by leaving the inherent inefficiencies of traditional accountancy firms behind, by offering the most excellent levels of service and above all giving clients what they actually want. For more information, please visit www.jones-harris.co.uk

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; care fees planning; tax planning and corporate/business planning and advice.

True Bearing Chartered Financial PlannersThe 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. In 2013 we received the Investors in People Gold Standard Award and held this status for 7 consecutive years. In 2018 we won the Investors in People Gold Award for the category 50 to 249 employees, the 2018 Red Rose ‘Financial Firm of the Year’, and finalist of the Be Inspired Business Awards for ‘Professional Practice of the Year’ . For more information, please visit www.truebearing.co.uk