2022 – A Truly great year

2022 proved to be another successful year for Truly Independent. From being listed in the top 100 financial advice firms to releasing a number 1 best-selling book. In this blog post, we will be discussing all the major news and events that occurred in 2022 regarding Truly Independent and what to expect in 2023.

Marketing Stats
We realise the importance of marketing, not only for our brand but for our financial advisers as well. Customers expect companies to be visible online, and we want to ensure our brand and advisers are as easy to find as possible. 2022 saw us continue our upward trajectory in all things marketing.

  • Over 90% of Truly Advisers appear on the first page of Google for their relevant search term.
  • Our client-facing website generated over 350 enquires for our advisers in 2022. An 11% increase from the previous year.
  • Over 55 thousand visits to our client-facing website www.trulyifa.co.uk, a 12% increase from 2021.
  • Over 2200 followers on our socials, a 60% increase from 2021.

2023 will see us continue to push for new advisers and generate new leads to help grow your business. We have ambitions to become a UK household name regarding financial advice, and with 70 advisers, we are well on our way. We are one of the few remaining firms with this many advisers dedicated to staying independent. We firmly believe that our advisers should have full access to the market to continue providing the best financial advice possible.

Work to Wealth
2022 saw the release of Truly Independent CEO Andrew Goodwin’s second book, “Work to Wealth.” Work to Wealth is a book with your clients in mind. This book is designed to change the way you think about work, lifestyle and money. Work to Wealth provides practical guidance on how to evaluate your work situation, avoid the ‘working trap’ and invest your income to generate wealth. The book went on to become an Amazon “Best Seller.” You can purchase your copy here.

Top 100
In October, we were recognised by FTAdviser as one of the UK’s top 100 financial advice firms. This award showcases the best of the best within the financial adviser profession and the broader financial services sector that provides them with the products to serve their clients best. Truly Independent Managing Director Andrew Goodwin said at the time, “To be nominated for this award is absolutely fantastic. It highlights our desire for continued growth and to provide the highest standards for clients and advisers.”

This placing goes down as another fantastic achievement for the company and further highlights the hard work from everyone involved to establish ourselves as the UK’s number 1 independent financial advice firm.

Head office growth
We are here to support our advisers. Due to the company’s continued growth, it was essential for us to continue to invest in the head office team. There are now 15 members of staff working at Truly.

Truly Independent CEO Andrew Goodwin said, “We place huge importance on supporting our advisers so they can do what they do best; spend time with their clients.

When our advisers are happy, their clients are happy too. With so many IFA’s now on board, it was important we could continue to give them the best support. This meant us recruiting extra members of head office staff. Our office staff provide IFA’s with everything they need, from training and supervision to case checking and pre-approvals.

We will undoubtedly be recruiting further as we grow over the next few years and reach our goal of having 100 IFA’s.”

Advisers growth
We continue to recruit the best advisers throughout the UK and are on track to reach 100 advisers this year. We aim to have an adviser never more than 35 miles away from a potential client. The continued growth of our adviser numbers can be put down to the extensive range of benefits we offer. Benefits such as:

  • Retain up to 95% of your gross income.
  • Our 4 x 4 succession strategy.
  • Grow your business with our marketing.
  • Our in-house compliance team.
  • Remain Independent.

And so much more. To find out more about what we offer our advisers, click here.

Get your 2023 off to a great start – Retain a minimum of 85% in your first year
We are now offering a fixed minimum retention rate of 85% to new advisers that join us in their first year. No fees, no levies, no minimum charge. We empower our advisers to earn more and be happier doing so. After your first year, you will then move to our standard retention rate, where you will be capable of retaining up to 95%. Find out how much you could earn by using our retention calculator here.

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Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

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