At Truly Independent, we understand that planning for retirement is a major milestone in any financial adviser’s career. That’s why we offer our unique 4X4 Succession Plan from the get-go. 4×4 Succession is a tailor-made solution designed to ensure a smooth transition for both advisers and their clients. But don’t just take our word for it—hear from David Illingworth, one of our long-standing advisers, who recently used the 4X4 Succession Plan as part of his retirement strategy.
What attracted you to Truly Independent, and how long have you been with the company?
“I was looking to work independently as a self-employed adviser, and after just one meeting with them I was sold on the company. The support and flexibility Truly Independent offered were exactly what I was looking for. I’ve now been with the company for over 10 years.”
Can you describe your overall experience working as a self-employed adviser at Truly Independent?
“Excellent. The ability to work independently, combined with the support from compliance, regulatory, and marketing in Head Office, has given me a fantastic work/life balance.”
Would you recommend Truly Independent as a desirable company for other self-employed advisers?
“Absolutely yes. All the hassle/aggravation of being directly authorised is looked after by Truly. Although working independently, the feeling of being part of a larger organisation is always there through the compliance and administration support provided by Head Office. Together with the regular meet-ups with colleagues through the Affinity events and the support via Yammer.”
Did/will you utilise Truly Independent’s succession plan upon your retirement? If so, could you briefly describe your experience with it so far?
“Yes, I have used it. Experience has been exactly as described and expected. They ensured my clients were seamlessly transferred to my successor, maintaining the high level of service and trust I had built over the years. The process gave me complete peace of mind, knowing that both my clients and my business legacy were in safe hands.”
What were the key factors that influenced your decision to opt for Truly Independent’s succession plan?
“It provided exactly what I was looking for—a smooth transition for my clients and a hassle-free exit for myself, all at a fair and competitive price.”
How satisfied were you with the support and guidance provided by Truly Independent throughout the succession planning process?
“I have received excellent communication and support at every stage, which made the process of handing over my clients to my successor seamless and stress-free. The team at Truly Independent was always available to answer any questions, provide clear guidance, and ensure that everything was handled professionally.”
How would you rate the overall effectiveness of Truly Independent’s succession plan in preserving the continuity and legacy of your practice?
“Very good. I have every confidence that my clients will remain clients of Truly Independent for the remainder of their financial journey. The structured approach to succession ensured that my clients were introduced to their new adviser in a seamless and professional manner, making the transition as smooth as possible.”
A Plan Built for Your Future and Present
At Truly Independent, we’re committed to supporting advisers at every stage of their journey. Our 4X4 Succession Plan ensures a secure and rewarding exit when the time comes, giving you peace of mind for the future. At the same time, our Pick Your Rate option empowers you right now, allowing you to choose the payment structure that best suits your business goals from day one. Whether you’re planning ahead for retirement or looking to maximise your earnings today, Truly Independent gives you the flexibility and control to shape your career on your terms.
If you’re ready to take charge of both your present and your future, contact us today to learn more.
