Marketing Executive at Truly Independent.
21 May 2025 by Scott Armstrong
We’re pleased to welcome Richard Rust, our newest self-employed financial adviser, to the Truly Independent team. Based in Durham, Richard brings over 20 years of industry experience and a reputation for delivering tailored, whole-of-market financial advice. His approach is focused on understanding each client’s unique circumstances and providing clear, personalised solutions to help them achieve…
28 April 2025 by Scott Armstrong
At Truly Independent, we understand that planning for retirement is a major milestone in any financial adviser’s career. That’s why we offer our unique 4X4 Succession Plan from the get-go. 4×4 Succession is a tailor-made solution designed to ensure a smooth transition for both advisers and their clients. But don’t just take our word for…
22 April 2025 by Scott Armstrong
Are you feeling restricted by your current firm’s structure? Many financial advisers start their careers thinking they’ll have the freedom to build their own business, only to find themselves tied down by rigid frameworks, corporate targets, and a lack of control over how they operate. If that sounds familiar, you’re not alone—and you don’t have…
1 April 2025 by Scott Armstrong
Compliance in the UK financial services industry has evolved over decades in response to economic crises, financial scandals, and consumer protection concerns. The framework we see today, regulated by the Financial Conduct Authority (FCA), has its roots in the early 20th century, shaped by key legislative milestones and regulatory changes. For many financial advisers, compliance…
28 March 2025 by Scott Armstrong
Will your current business model still work in 5 or 10 years? Many financial advisers start their careers with a firm that seems like a great fit—only to realise later that its structure isn’t built for long-term success. Whether it’s limited succession planning, outdated technology, or a lack of flexibility, these issues can prevent you…
27 March 2025 by Scott Armstrong
The following is an extract from Truly Independent CEO, Andrew Goodwins, “The Happy Financial Adviser” best selling book. It is important to understand that support, like service, involves two separate considerations: The support you need to maintain: An efficient business and your own development The support you give to your clients to achieve their goals…
20 March 2025 by Scott Armstrong
At Truly Independent, we’re giving financial advisers the freedom to shape their earnings with “Pick Your Rate”—a unique payment structure where you choose a payment rate between 70% and 90%, tailored to your business goals. This isn’t just flexibility; it’s an opportunity to take control of your success and build a business on your own…
10 March 2025 by Scott Armstrong
At Truly Independent, we understand that making the move to a new firm can feel like a big step. That’s why we’ve introduced Pick Your Rate. Designed to make your transition to Truly as smooth as possible. This unique payment structure gives you the power to choose a payment rate between 70% and 90%*, tailored…
6 February 2025 by Scott Armstrong
Last year, Truly Independent demonstrated the success of our 4×4 Succession Plan by acquiring 10 self-employed advisers’ businesses, with an average valuation of £320,000. These success stories highlight how our structured approach to succession planning delivers real results for advisers ready to retire. By working closely with advisers to maximise the value of their businesses,…
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…
