Home › Financial Planners › Jon Neale
Based at
Position
Serving clients in
Blackburn, Carlisle, Fylde, Keswick, Lancaster, Cumbria, East Lancashire
Jon Neale
Senior Associate Director, Chartered Financial Planner
Jon is a Chartered Financial Planner and Pension Transfer Specialist and spends much of his time advising clients who are approaching retirement or have already retired. He has a particular focus on high value or complex pension and investment planning, creating bespoke retirement plans, Inheritance Tax planning, and advising both individual clients and business owners.
Working across Northern England, Jon sits alongside his clients to create a financial plan to allow them to retire comfortably and protect their wealth.
Jon lives in Lancashire and enjoys spending time with his wife and three daughters. When time allows, he can be found enjoying sport including football, or walking in the great outdoors.
Expertise in
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Find out more about Jon and our North West team
Our Amber River True Bearing team includes Chartered Financial Planners who look after clients right across the North West, and beyond. We welcomed them to the Amber River Group in 2020.
What our clients say
S Hughson
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Mr & Mrs E
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.Mr & Mrs E
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