Rosebud finances True Bearing job creation

True Bearing was founded in 2003 George Critchley and original partners Michael Clarke and Mark O’Neill. Employing 64, the firm now advises more than 3,000 individuals and businesses throughout the UK and has £395m of assets under management.

It was one of the first IFAs in the UK to receive Gold Standard Investors in People, has retained this three times and is one of the very few to have been awarded Corporate Chartered Status.

Peter Rooney, investment manager with Mercia Fund Managers, said: “True Bearing has succeeded in a highly competitive sector by providing a first class service and excellent quality of advice. "The company has been growing year on year. Rosebud has helped to support its growth in the past and this latest funding will allow it to continue its expansion, take on additional advisers and further enhance its service.”