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…
Happy Financial Adviser Blog
Why robo-advice doesn’t have to be a threat
Remember the classic confrontation between man and machine in 2001: A Space Odyssey? Astronaut David Bowman is trying to re-enter his ship, but the vessel’s onboard computer, HAL 9000, refuses to let him in, famously telling him: “I’m sorry, Dave. I’m afraid I can’t do that.” When Apple launched Siri, the “digital assistant” built into…
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…
Maxine Scott Announces Retirement: Ensuring Continuity Through Succession
As Maxine Scott embarks on a well-deserved retirement, we take a moment to reflect on her remarkable career and the impact she’s had as a Truly Independent adviser. With genuine appreciation, we wish her all the best in this new chapter of life. Maxine’s affiliation with Truly began in 2013, marking the start of a…
Empowering Women in Financial Advice
We all have a part to play in raising the number of women advisers I explained in a recent article why addressing the gender imbalance in the financial advice industry is far more than a box-ticking exercise. It represents a powerful means of safeguarding the future of our profession and better reflecting the needs of…
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…
The danger of the adviser/planner divide
Anyone who dabbles in philosophy is likely to come across the concept of logical fallacies. Those of us who aren’t quite Bertrand Russell material may think of these as arguments that simply don’t stack up. One of the most common examples takes the following form: “All X are Y, therefore all Y are X.” The…
David Illingworth Announces Retirement: Ensuring Continuity Through Succession
Today marks a significant milestone for Truly Independent as we bid farewell to one of our esteemed advisers, David Illingworth, who is retiring after over a decade of dedicated service as a self-employed financial adviser at Truly Independent. As David embarks on this new chapter of his life, it’s a fitting moment to reflect on…
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…
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….