Adviser Feedback

Thank you for taking the time to participate in our survey. Your feedback is invaluable to us. This survey aims to gather insights about your experiences and perspectives during your time at Truly Independent. Please answer as many questions as you can.

Adviser Feedback

Adviser Name

How long have you been with Truly Independent as a self-employed financial adviser?

What initially attracted you to join Truly Independent as a self-employed adviser?

Can you describe your overall experience working as a self-employed adviser at Truly Independent?

Would you recommend Truly Independent as a desirable company for other self-employed advisers? Why or why not?

Did/will you utilise Truly Independent's succession plan upon your retirement? If so, could you briefly describe your experience with it so far?

What were the key factors that influenced your decision to opt for Truly Independent's succession plan?

How satisfied were you with the support and guidance provided by Truly Independent throughout the succession planning process?

How would you rate the overall effectiveness of Truly Independent's succession plan in preserving the continuity and legacy of your practice?

Thank you for taking the time to share your insights and experiences with us. Your feedback is invaluable in helping us understand and improve the self-employed adviser experience at Truly Independent.