Marketing Executive at Truly Independent.
10 November 2022 by Scott Armstrong
We are delighted to announce our support for the Realise Forest initiative. Truly Independent has donated ten trees to be planted in the coming months to support the fight against climate change. We have always believed in doing our best to impact the communities we serve positively. Having previously supported the National Autistic Society, Hospice…
24 October 2022 by Scott Armstrong
We are delighted to announce that Truly Independent has been listed in the latest FTAdviser Top 100 Financial Advice Firms 2022. This award showcases the best of the best within the financial adviser profession and the broader financial services sector that provides them with the products to serve their clients best. The list is produced…
12 September 2022 by Scott Armstrong
Truly Independent was amongst the 50 businesses that attended the first In-Cumbria networking event at The Halston in Carlisle. Hosted by Newsquest’s Emily Wood, Head of Outside Sales, and Joy Yates, North Cumbria Editor, representatives from businesses across all disciplines and areas of Cumbria attended the event to mark the relaunch of In-Cumbria’s new magazine….
1 September 2022 by Scott Armstrong
We are delighted to announce that Truly Independent has been nominated for this year’s SME News Finance Awards. This award endeavours to recognise those who have excelled in the past year. Likewise, they aim to publicise the firms that have contributed to the financial sector. The UK Finance Awards highlight the companies who shine in…
24 August 2022 by Scott Armstrong
Being independent lifts all restrictions placed on you as a financial adviser, and allows you to achieve what you set out to do in the first place when you became an adviser (provide the best possible advice). Financial advisers working for a firm are restricted to using the products and software that the firm provides,…
19 August 2022 by Scott Armstrong
The following blog post is an extract from The Happy Financial Adviser. An Amazon bestseller written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. Historically, as already established, financial advisers were sales people of financial products. They were good at selling. However, they can also fall into the trap of…
27 July 2022 by Scott Armstrong
The following blog post is an extract from The Happy Financial Adviser. An Amazon bestseller written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. One area of development that has changed the way we advise clients combines technology and products, putting all your client’s funds in one place which has…
14 July 2022 by Scott Armstrong
The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. In financial services and financial advice speak, the consumer is known as ‘a client’; one who engages with a professional for advice and assistance. I have a…
20 April 2022 by Scott Armstrong
Make A Positive Difference To The Lives Of Others The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. Consider an owner of a large house and vast garden who spends all his summer days cutting grass….
6 April 2022 by Scott Armstrong
The Happy Financial Adviser (Barrier 3. The Personal) The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. For pension and investment business there is no longer the ability to earn income via commission. You have to…
