Marketing Executive at Truly Independent.
2 January 2024 by Scott Armstrong
As we bid farewell to 2023, Truly Independent proudly reflects on a year of remarkable achievements, accolades, and strategic partnerships that have solidified our position as a trailblazer in the financial advisory landscape. This review not only celebrates our achievements but also extends an invitation to financial advisers seeking a thriving and innovative company to…
19 December 2023 by Scott Armstrong
We are thrilled to announce the latest addition to the Truly Independent family – the esteemed financial adviser, Andrew Thomas. As we continue to grow and evolve, Andrew’s arrival marks a significant milestone in our commitment to providing unparalleled financial guidance and support to our valued clients. Andrew Thomas brings a wealth of experience and…
14 December 2023 by Scott Armstrong
In the dynamic world of financial services, milestones are not just numbers; they are a testament to a company’s growth, resilience, and commitment to excellence. Today, we are thrilled to celebrate a significant achievement by Truly Independent, as the company proudly announces the addition of its 70th financial adviser. This milestone marks a remarkable journey…
15 November 2023 by Scott Armstrong
We are delighted to welcome Rohid Ladva to Truly Independent. Rohid is an experienced financial adviser based in Bolton, specialising in pensions, investments and protection advice. Rohid has taken up an employed position under Truly Private Clients, which was set up primarily to provide ongoing support and advice to clients following the retirement of their…
12 October 2023 by Scott Armstrong
We are delighted to welcome Chris Irwin to Truly Independent. Chris is an experienced financial adviser based in Workington, specialising in pensions, investments and protection advice. Chris has taken up an employed position under Truly Private Clients, which was set up primarily to provide ongoing support and advice to clients following the retirement of their…
31 July 2023 by Scott Armstrong
Truly Independent is delighted to announce a new award nomination, being shortlisted as a finalist in the Business Enabler of the Year Award category of the premier British Business Excellence Awards (www.britishbusinessexcellenceawards.co.uk). The British Business Excellence Awards is the elite business awards programme for businesses of all shapes and sizes. The awards host a year-long…
28 July 2023 by Scott Armstrong
We are delighted to announce that investment management company Marlborough Group has taken a minority shareholding in Truly Independent. The investment, which has been approved by the FCA, is to support our ambitious growth strategy. Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers who provide impartial, comprehensive advice, either…
14 July 2023 by Scott Armstrong
The MoneyAge Awards are back for their ninth year, shining a spotlight on the outstanding achievements and progress in the personal finance industry. This year, Truly Independent are delighted to have been shortlisted for the prestigious “Firm of the Year” award. As the sector continues to evolve and grow, the MoneyAge Awards provide a platform…
29 June 2023 by Scott Armstrong
Our second quarterly report is now available to download. The report provides key stats on our performance so far this year. Some key points: Over 18,500 visits to our client-facing website www.trulyifa.co.uk 90% of Truly IFAs rank on page 1 of Google for their key SEO term. 160% increase in Discovery Sessions booked. We realise…
28 June 2023 by Scott Armstrong
This July you can grab yourself a FREE copy of the Amazon #1 Bestseller ‘The Happy Financial Adviser’, written by Truly Independent CEO Andrew Goodwin. If you’re an experienced financial adviser looking for a new approach to serving your clients, loving your work and building your own long-term financial security then this is the book…
