3D Partners

Financial Advisers

We help the following advisers to offer portfolios run according to the 3D philosophy.  The advisers receive training on 3D Investing and offer model portfolios for investors.


True Bearing Chartered Financial Planners are one of the leading IFAs in the North West, employing 60 people in total, of which 21 are IFAs.    The firm gives direction on more than £300 million of assets including the Positive Pennine Portfolios.   For investors not requiring face to face advice, sister company, Bread & Butter Advice offers simple telephone advice.  More Information

Contact: helen.lupton@truebearing.co.uk

westminster wealth logo

Westminster Wealth Management is a London based Independent Financial Planning and Wealth Management organisation founded in 2000.  Assets under advice total around £800 million with 30 advisers and a similar number of support staff.  The firm has Chartered Financial Planner status.  More Information

Contact: Max.Pieters@westminster-wealth.com

Partner Reports

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