Adviser specific support

Unlike other non-regulated business, financial advisers have a third administrative function governed by the authorities; on compliance, regulation and generic industry administration. Directly authorised firms tend to have their own staff for this activity or they outsource to other compliance firms, however the best system is t align with a company specifically set up to…

Read more »


Calculate your efficiency rate

A sole trader financial adviser working from home can measure how efficient they are by recording the actual hours they spend on specific client business. Each month, record the time you leave the house for a client meeting, the time you spend in the meeting and the return journey (or Zoom meetings). Record the time…

Read more »


Continued recruitment helps produce record turnover

With everything that’s currently going on, it’s great to be able to share some positive news. We have seen our turnover hit a record high of £5.5m (for the last 12 months from April 1 2019 to April 1 2020). A major contributing factor of our increase in turnover has been our continued recruitment of…

Read more »



New Business Consultant role to meet demand

Truly Independent continues to grow and the number of independent financial advisers who have joined us is fast approaching 60. To help meet demand for the number of Discovery Sessions being booked by potential new joiners, we have recruited Adrian Reeve, an experienced Business Consultant, to assist. Adrian brings with him a wealth of experience,…

Read more »


10 Year Anniversary Celebrations

“It’s fine to celebrate success, but it is more important to heed the lessons of failure” – Bill Gates In this article, the last of 5, I will explain why I believe it is important to celebrate achievements, but only while realising that in doing so, you are at the beginning of a new venture. Truly…

Read more »


How did I end up in marketing?

“Marketing is really just about sharing your passion” – Michael Hyatt, Virtual Business Mentor. In this latest of my summer articles, I will explain why I never planned to be involved in marketing and why now, I believe that every company evolves to be so. Passion demands it. The problem Financial advisers, before 1996, used…

Read more »


50 Up!

“He that waits upon fortune, is never sure of a dinner” – Benjamin Franklin In this article, I will explain why it is important to make changes now, not to procrastinate, and by ‘getting things done’ makes for a happier tomorrow. Like the previous two articles in this summer series, I will use our business…

Read more »


Where Happiness Creates Success

In this article, I explain how our business model works and how we have been successful in supporting high quality independent financial advisers all over the UK, all with organic growth. Further, you don’t have to be a financial adviser to benefit from this article. Any new or established business or prospective client, could draw…

Read more »


Now is the time to make changes

Among all the Brexit uncertainty, there is an understandable rationale to sit tight, hold on to what you have and do nothing until the way is clear. Feedback from our financial advisers and from the financial services industry as a whole, suggests that investors have moved from their confident position to regularly add to their…

Read more »