A valuable member of the Truly Independent team.
27 January 2021 by Nick Fisher
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 truly independent…
9 October 2018 by Nick Fisher
We held our 8th bi-annual Truly Affinity Event this week at the Preston Marriot Hotel. This popular event is attended by our IFAs from throughout the UK, our Directors, Head Office team, guest speakers and, for the first time was open to other financial advisers as well. Our three guest speakers provided a fantastic opportunity…
11 May 2018 by Nick Fisher
We provide our financial advisers with a range of all-inclusive services for them so they can focus on their clients and this is not to be confused with the advice services our financial advisers provide for their clients. However, for their clients, we provide a comprehensive Terms of Business that covers all the services (and…
3 May 2018 by Nick Fisher
We provide new advisers with local mentoring support. From our vast experience, we know that in-the-field support is crucial to the long-term success of any financial adviser. Our mentoring approach is unique and allows an adviser’s induction needs to be tailored specifically to them. The training and mentoring that are carried out by existing financial…
7 August 2017 by Nick Fisher
We have now made the exciting move into our new office following a re-fit of the premises at Atlantic House in Carlisle. The move reflects our growing business and the upturn in the number of employees since our launch back in 2010. The size of the move also takes into consideration the room for further…
