Alison Kirby, of True Bearing offers independent financial advice in a relaxed and uncomplicated manner. She has worked in financial services for seven years and now specialises in providing straightforward and constructive independent financial advice to families and small businesses in Southport and the surrounding area.
Alison can offer independent financial advice in the following areas
Mortgages*
Including residential, commercial and buy to let
Retirement
Both planning a financial strategy for retirement and options available on retirement
Investment
Alison can offer portfolio planning, and give advice on redundancy or inheritance
Savings
She can give advice on financial forward planning
Protection
A variety of packages are on offer to protect your financial planning including life assurance, income protection and critical illness cover.
Insurance
Buildings and contents (products selected from a panel of providers)
*Your home may be repossessed if you do not keep up payments on your mortgage.
For mortgage advice we can be paid by commission or a fee of typically £299.
True Bearing is based in Euxton, near Chorley, but covers the whole of the North West including Southport. They have a team of 28 comprising independent financial advisers and support team.
Independent Financial Advice with a smile for the Southport area and beyond.
Alison will come to your home in Southport at a time convenient to you and will contact you regularly to ensure that the financial advice she has given is still on the right track.
True Bearing – the right direction for Financial Advice
Please mention The Best of Southport when contacting Alison Kirby for financial advice