Paul Greveson joins Truly Independent

We are thrilled to announce the newest addition to the Truly Independent team, Paul Greveson, who has joined us as our new Recruitment Manager. Paul brings a wealth of experience and a strong reputation within the finance sector, having successfully recruited for prominent companies such as SJP, Zurich, Personal Touch,  and Quilter. His expertise and…

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Truly Private Clients continues to grow

We are thrilled to announce that, due to our continued growth, Charlotte McGough has joined Truly Private Clients (TPC) as our new Admin Assistant. Charlotte’s addition to our team marks another milestone in our ongoing mission to provide exceptional service and support to our valued clients. What is Truly Private Clients? Truly Private Clients (TPC)…

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Wishing a happy retirement to David Bartholomew and David Harvey!

As we bid farewell to two exceptional Truly Independent advisers, David Bartholomew and David Harvey, we reflect on their invaluable contributions, unwavering dedication, and their profound impact on our company and the clients they served. For over a decade, David Bartholomew has been an outstanding Truly Independent Financial Adviser, bringing a wealth of experience, insight,…

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Welcome Nabil Kazi – IFA based in Worcester joins

We’re thrilled to introduce the latest adviser to join Truly Independent: Nabil Kazi, an experienced Independent Financial Adviser with a passion for empowering clients to achieve their financial goals. Nabil’s decision to join our company represents a significant milestone in our commitment to providing unparalleled support and autonomy to advisers who value independence above all…

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Matthew Stokes joins Truly Independent

We’re delighted to announce that Matthew Stokes has joined our team at Truly Independent as an independent financial adviser based in West Lothian. Matthew brings a wealth of expertise and dedication to our Truly Private Clients division, where he’ll be providing ongoing support and advice to our valued clients. Truly Private Clients (TPC) has been…

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Wishing three more Truly Advisers a happy retirement

As three exceptional advisers—Rob Ritchie, Alan Simpson, and John Martin—retire from Truly Independent, we bid them farewell with gratitude and best wishes. Their dedication to independence and excellence has left a positive mark on our company. We sat down and spoke to Rob Ritchie to get his thoughts and opinions on his time with Truly…

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International Women’s Day

As the world celebrates International Women’s Day, it’s a momentous occasion to reflect on the progress and achievements of women across all industries. In the financial advice sector, where gender diversity has historically been underrepresented, strides are being made to create a more inclusive and equitable environment. Truly Independent, a pioneering force in the financial…

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Welcoming Peter Engledow to Truly Independent

We are thrilled to announce the latest Financial Adviser to join us at Truly Independent, Peter Engledow. Based in Milton Keynes, Buckinghamshire, Peter brings with him a wealth of expertise and a steadfast commitment to providing personalised, independent financial advice. As an Independent Financial Adviser, Peter is dedicated to helping individuals achieve their financial goals….

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