Retirement should be something to look forward to. After years of building a successful advice business, you’ve earned the chance to take a step back and enjoy life outside of client meetings, compliance checks, and investment reviews. Whether it’s spending more time with family, travelling, or just having the freedom to pick and choose how…
Author: Scott Armstrong
Marketing Executive at Truly Independent.
The Truly Independent Story
Truly Independent was founded in 2009 by Andrew Goodwin and received full authorisation in 2010. By then, Andrew had already built a 15-year career in financial services — from corporate roles at General Accident (now Aviva) to running his own successful self-employed advice business. “There were two main reasons for setting up the firm,” Andrew…
Celebrating 10 Years with Truly Independent: Neill Anderson
Neill Anderson recently marked 10 years as a financial adviser with Truly Independent. Earlier this month, he caught up with our colleague Martha to reflect on the journey so far. Based on that conversation, here’s Neill’s story. When I called Neill Anderson to chat about his 10-year anniversary with Truly Independent, he was as calm…
Smarter Tech, Happier Advisers
At Truly Independent, we’ve invested in fully integrated, purpose-built technology designed to help advisers like you focus on what matters: giving great advice and growing a sustainable business. In our Happy Financial Adviser model, Systems sits at the heart of day-to-day success — alongside Service and Support — in what we call the Happy Zone….
Want to Be a Happier Adviser? Here’s a Gift to Help You Start
Celebrate National Give Something Away Day – With a Gift That Could Change Your Career Monday 15th July marks National Give Something Away Day – and here at Truly Independent, we’re joining in by giving away something a little bit special. We’re offering a limited number of free copies of Andrew Goodwin’s best-selling book, The…
Welcome Jadon Parke
We’re pleased to welcome Jadon Parke, the latest self-employed financial adviser, to join us at Truly Independent. Based in Thanet, Kent, Jadon brings a client-first mindset and a commitment to delivering high-quality, whole-of-market financial advice. With a clear, supportive approach, he helps clients make informed decisions at every stage of life—whether they’re building wealth, preparing…
Welcome Richard Hambleton
We’re delighted to welcome Richard Hambleton, the latest self-employed financial adviser to join us at Truly Independent. Based in Buxton, Richard brings over a decade of experience in the financial services industry and a calm, down-to-earth approach to financial planning. He works with individuals, families, and business owners across the Peak District and surrounding areas,…
Marketing Systems That Help Advisers Grow
One of the biggest barriers for financial advisers running their own business is marketing. Building visibility, generating enquiries, and converting interest into long-term clients takes time, energy, and know-how. That’s why our marketing systems are designed to do the heavy lifting — helping you attract the right clients without having to become a digital marketing…
Start with the End in Mind: Why Strategy Drives Success
If your day-to-day feels busy but not purposeful, a clearer strategy could make all the difference. For many self-employed financial advisers, it’s easy to get caught in the whirlwind of meetings, reports, compliance tasks, and lead generation — without stopping to ask where it’s all heading. Why Strategy is One of Truly’s 6 S’s At…
The Cost of Standing Still: Why Revisiting Your Strategy is Essential
In the world of financial advice, things don’t stand still — and neither should your business strategy. What worked five years ago might not work today. Client expectations are evolving — more people want digital access, faster responses, and ongoing value for their fees, not just annual reviews. At the same time, the regulatory landscape…









