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…
7 July 2023 by Scott Armstrong
We are delighted to welcome Neil Davis to Truly Independent. Neil is an experienced financial adviser based in Workington, specialising in pensions, investments and protection advice. At Truly Independent, we are passionate about providing financial advisers with the best possible service and support. We understand that joining a new company can be a daunting experience,…
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…
23 May 2023 by Scott Armstrong
Truly Independent is delighted to welcome Tony Vardy as the new Head of Compliance. Tony has a wealth of experience overseeing Compliance functions including risk management, quality assurance, anti-money laundering and data protection, perfectly suited to take our compliance department to new heights in line with our ambitious plans. As Head of Compliance, Tony will…
18 May 2023 by Scott Armstrong
Looking to break into the exciting world of financial recruitment? Look no further! Our team is seeking motivated and driven individuals to join our growing company. As a financial recruiter, you will have the opportunity to work with some of the most talented professionals in the industry, and help connect them with our company, one…
