Truly Independent Celebrates a Second Shortlisting at the Professional Adviser Awards 2025

We’re delighted to announce that Truly Independent has been shortlisted once again at the Professional Adviser Awards 2025—this time for “Adviser Firm of the Year – North West.” This recognition highlights our dedication to excellence across all areas of the business.

The PA Awards are an excellent opportunity for the industry to come together to reflect on all the achievements of the past year. Now proudly in its 20th year, the awards celebrate success for advisers and providers in all corners of the UK as well as recognising the best in multi-asset investing, paraplanning, client engagement, vulnerable client care, and more.

What Makes Truly Independent a Standout Firm

Our nomination as Adviser Firm of the Year is a testament to the unique opportunities and support we offer. At Truly Independent, advisers thrive within a framework that prioritises freedom, success, and growth.

Key highlights include:

  • The 4X4 Succession Plan: Our succession plan allows advisers to retire with up to four times their annual renewal income, giving them peace of mind and financial security.
  • Comprehensive Support: Advisers benefit from in-house compliance, marketing assistance, and a dedicated Action Team, ensuring they can focus on delivering the best advice to clients.
  • Unique Payment Structure: We pay our advisers twice a week based upon business completed. The more you write, the more you receive. Advisers can retain up to 90% plus a further 5% can be achieved for recurring income providing they meet the firm’s client support agreement standards.
  • Lead Generation Success: Our Find an IFA tool has generated over 450 client enquiries this year alone, driving business growth for our advisers.
A Culture of Independence and Achievement

At Truly Independent, we champion unrestricted, whole-of-market advice, empowering advisers to put clients first. Our dual recognition at the Professional Adviser Awards reflects this commitment to fostering success and maintaining the highest standards of professionalism.

Join Truly Independent

With two prestigious shortlistings under our belt, there’s never been a better time to join Truly Independent. Discover how our support, innovation, and culture of independence can help you achieve your career goals.

Book a Discovery Session today to learn more about what makes us truly unique.

Book a discovery session

Related posts

Make “Happiness” Your 2025 New Year’s Resolution

As we step into 2025, it’s the perfect time to reflect on your journey as a financial adviser and set yourself inspiring goals to make this year your most rewarding yet. What better resolution to make than to prioritise your…

Read the full post

Breaking Records: A Remarkable 2024 at Truly Independent

As we approach the close of 2024, we’re celebrating what has been a truly record-breaking year! From hosting an unprecedented number of Discovery Sessions to experiencing a remarkable surge in client inquiries and website traffic, our marketing efforts have elevated…

Read the full post

As the year ends, ask yourself; what will the new year bring for you?

As the year winds down, now is the perfect moment to pause and reflect. Are you where you want to be in your career? Is your business thriving? More importantly—are you thriving? Let’s explore a few questions that might guide your thinking…

Read the full post

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

Sign up for more info

Newsletter
Sending

Happy Financial Advisers is a marketing style of Truly Independent Ltd who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

The information provided on this website is intended for UK residents only.

The material on the site is the copyright material of Truly Independent Ltd. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Truly Independent Ltd Service’s content in any way except for your own personal, non-commercial use. Truly Independent Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Truly Independent Ltd Service’s content requires the prior written permission of Truly Independent Ltd .