Marketing Executive at Truly Independent.
7 January 2025 by Scott Armstrong
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 happiness and success by joining Truly Independent? At Truly, we believe that happiness is the…
12 December 2024 by Scott Armstrong
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 us to new heights of success. A Record Number of Discovery Sessions Discovery Sessions are…
3 December 2024 by Scott Armstrong
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 as you plan for the future. Is Your Business Set Up for Success? Success in…
29 November 2024 by Scott Armstrong
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…
26 November 2024 by Scott Armstrong
We’re delighted to announce that Truly Independent has been shortlisted for the prestigious Professional Adviser Awards 2025 in the category of “Adviser Website of the Year.” This recognition is a testament to our dedication to creating a website that supports advisers and engages clients, showcasing the excellence we bring to the financial advice industry. What…
25 November 2024 by Scott Armstrong
We are delighted to announce that, as part of our ongoing growth and commitment to providing exceptional service, Christian Brooke has joined the team at Truly Private Clients. Christian brings a wealth of experience as a highly skilled Financial Adviser. Based in Swansea, he is dedicated to offering personalised and professional financial advice tailored to…
21 November 2024 by Scott Armstrong
Based in Cambridge, Christopher Tomnie is an accomplished financial adviser with over 15 years of experience in the industry. As a self-employed professional, Christopher specialises in delivering unrestricted, whole-of-market advice, tailored to each client’s unique needs and goals. Christopher works with clients from all walks of life, offering guidance on investments, pensions, protection and more….
19 November 2024 by Scott Armstrong
At Truly Independent, our mission is to provide unparalleled support to both our advisers and clients. In line with this commitment, we are excited to welcome another exceptional professional to our Truly Private Clients team. Meet James Calnan Based in Cardiff, James Calnan joins us as a Truly Private Clients Adviser, bringing over 20 years…
29 October 2024 by Scott Armstrong
In an industry where retirement plans often come with bold promises but little follow-through, Truly Independent stands out. Many advisers have faced disappointment when other firms’ enticing retirement plans fail to deliver. Such “false promises” can devastate a retirement plan, leaving advisers without the security they need after years of dedication to their clients. At…
21 October 2024 by Scott Armstrong
Choosing the right financial advice company is a significant decision for any adviser. We recently spoke with Rohid, one of our financial advisers, who shared his personal journey of moving to Truly Independent. His story highlights the seamless transition, the powerful tools at his disposal, and the support system that allows him to focus on…
