Truly Independent’s Investment Platform Vero

VERO is our fully integrated investment platform that targets growth whilst streamlining the investment process. Built by custodians, True Potential, our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control and value. Have you ever wondered: Why a wealth platform is called a platform? Do we need to use a platform…

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Truly Independent Digital Marketing Strategy

Here at Truly Independent we understand the importance of marketing. Not only for our own brand, but for our financial advisers as well. Thanks to our in-house marketing team our advisers receive regular new client enquires, in fact so far this year we have had 315 online enquires. That is a 50% increase from last…

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Win a signed copy of The Happy Financial Adviser book!

This Christmas we are proud to announce that we are giving away 3 signed copies of the Amazon best selling book “The Happy Financial Adviser.” The book will be signed by author and Truly Independent Director, Andrew Goodwin. For your chance to win simply follow the instructions below.


Have the freedom to be yourself

People, including financial advisers, are happier when they have the freedom to express themselves. Having the freedom to be yourself is having the freedom to express your ideas and opinions through speech, writing, and other forms of communication, but within the boundaries that would ordinarily cause harm. Free your time Having the freedom to be…

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Employee to self employed to self-sufficiency

All too often, employed financial advisers who embark on the journey to self-employment are confused into thinking that the primary reason for self-employment is to just earn more money, which can cloud judgment when considering a suitable business model. For example, do financial advisers go the directly authorised (DA) route, join a network as an…

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Connect with more people to improve happiness

Happiness is the opposite of stress, so to aim at happiness is to eliminate stress. Happiness is not achieved just with yet more income but instead by doing well. Beyond having a roof over your head and having enough money to live the life you want, there remain three basic psychological principles (determinants) which must…

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Prepare for retirement with a Truly Succession Strategy

“One of the things we often miss in succession planning is that it should be gradual and thoughtful, with lots of sharing of information and knowledge and perspective, so that it’s almost a non-event when it happens.” – Anne M.Mucahy As we get older the thought of retirement grows stronger. As an independent financial adviser…

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Benefits of joining Truly Independent

In this article I will be discussing some of the key points a financial adviser would benefit from when joining Truly Independent. Truly Independent was given authorisation to advise customers in financial services on 23rd February 2010 and since then has grown to employ over 65 Financial Advisers. One of the key components to our…

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The Google Generation

I grew up pre-internet, and then suffered dial up in my early teens – but I am still part of the ‘google generation’ – those whose first instinct is to find all their answers on the internet (I need nobody to help me, just a wi-fi connection). However, I can still survive without it –…

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Dare to be different

As part of an extended mid-life resume (crisis?) I have been viewing again some of my favourite films many from decades ago. “Twelve Angry Men” is set entirely within a jury room, filmed in black and white and appears to reflect a world very different from today – So what relevance can it have in…

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