Andrew Goodwin is the Managing Director and Co-founder of National IFA Truly Independent Ltd and Author of ‘The Happy Financial Adviser’.
His 20 year career in Financial Services started when he graduated from Heriot-Watt University in Edinburgh with an Honours Degree in Actuarial Mathematics and Statistics.
Between 1995 and 2003 he worked for General Accident (now Aviva) as a Senior Financial Consultant before moving into their corporate division where he achieved advanced qualifications in Taxation & Trusts, Supervision & Sales Management and Pensions.
In 2004 he joined National IFA Positive Solutions on a self-employed contract and during this period he recruited and mentored others into a similar role. By 2008 he was head of the North division in charge of his own recruitment team of Business Consultants.
In 2009, he recognised that the industry was changing and left Positive Solutions to set up his own multi-adviser firm with co-founder Cath Bowden called Truly Independent Ltd. With just £10,000 of investment Truly Independent Ltd today is the largest firm in Cumbria and supports more than 40 self-employed IFA’s across the UK and is growing.
31 July 2019 by Andrew Goodwin
“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…
17 July 2019 by Andrew Goodwin
“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…
2 July 2019 by Andrew Goodwin
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…
17 June 2019 by Andrew Goodwin
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…
23 October 2018 by Andrew Goodwin
Two more independent financial advisers have joined the Truly Independent team as we get closer to reaching 50 IFAs, halfway to our target of 100 financial advisers. As our brand continues to grow throughout the UK, so does the number of financial advisers who join us and are now on their way to becoming a…
25 September 2018 by Andrew Goodwin
Happiness can be achieved by implementing our three happy determinants into your working week. As a financial adviser, you are already connecting with people but do you regularly see new clients? If you are self-employed, then you are working in an environment that provides you with some freedom but are you truly independent? You help…
12 September 2018 by Andrew Goodwin
“Without strategy, execution is aimless. Without execution, strategy is useless” Business exist because someone, maybe you, needs to make money. It is the number one driver of any business. When a business stops making money, the doors close. And most business close because the business lacked a realistic strategy. No real understanding as to why…
16 August 2018 by Andrew Goodwin
It is immoral to make a recommendation that you would not equally adopt for yourself. Make a difference in your own life and start to accumulate assets that can produce an income instead of buying things that only provide short-term gratification. Quite often you come across professionals who help and advise people, but who ignore…
31 July 2018 by Andrew Goodwin
The collective noun in our industry defining government policy, regulation and professional indemnity insurance is compliance. Compliance is the financial adviser’s daily barrier – compulsory, controlling and costly in both time and money. But is has to be so, since the consequences of not abiding with compliant demands could be a swift exit from the…
31 July 2018 by Andrew Goodwin
To achieve business efficiency does not mean you have to go down the ‘restricted advice’ model, it is more about the technology, processes and procedures that are adopted and less about your advice range. Our focus on process has meant we are extremely efficient for a firm which adopts the unbiased and unrestricted independent model….
