Advisers, succession and a failure to PREPARE

Financial advisers often devote relatively little thought to their own retirement. Given that they specialise in helping other people retire happily and in comfort, the irony of this oversight is pretty striking. It’s true that everyone thinks about retirement in some way, of course, and advisers are certainly no exception in that regard. Yet simply…

Read more »


Claim a FREE copy of our TIPS Magazine

We are excited to offer a special opportunity for you to receive a free printed copy of our July/August 2024 edition of TIPS magazine! These printed versions are perfect for sharing valuable financial insights with your clients and enhancing your advisory services. TIPS (July/August Issue) This issue covers key topics such as: Retirement matters Investing…

Read more »


Welcome Richard Bygrave

We are thrilled to announce the latest addition at Truly Independent – Richard Bygrave, a highly experienced financial adviser based in Norwich. Richard’s wealth of knowledge and dedication to providing top-notch financial advice aligns perfectly with our mission to deliver exceptional independent advice across the UK. Richard joins us with a rich background in financial…

Read more »


Grab a Free Website at Truly this Summer!

As the summer sun shines brighter, so do the opportunities for your financial advisory business. At Truly Independent, we’re excited to announce an exclusive summer offer that will take your business to new heights. This summer, every new adviser who joins Truly Independent will receive a free personalised business website. Normally priced at £500, and…

Read more »


How should advisers “think big”?

Back in the 1990s there was a cartoon series called Pinky and the Brain. It was co-created by none other than Steven Spielberg. The titular characters were two lab mice – the first an accident-prone goofball, the second a raging megalomaniac. The premise was neatly established by a brief exchange that prefixed every episode… Pinky:…

Read more »


Paul Greveson joins Truly Independent

We are thrilled to announce the newest addition to the Truly Independent team, Paul Greveson, who has joined us as our new Recruitment Manager. Paul brings a wealth of experience and a strong reputation within the finance sector, having successfully recruited for prominent companies such as SJP, Zurich, Personal Touch,  and Quilter. His expertise and…

Read more »


Truly Private Clients continues to grow

We are thrilled to announce that, due to our continued growth, Charlotte McGough has joined Truly Private Clients (TPC) as our new Admin Assistant. Charlotte’s addition to our team marks another milestone in our ongoing mission to provide exceptional service and support to our valued clients. What is Truly Private Clients? Truly Private Clients (TPC)…

Read more »


Lifting the curse of the unhappy adviser

It seems reasonable to suppose our chances of finding happiness will increase if we work hard and earn well. I know this can’t be true, though, because I meet so many financial advisers who freely admit to being miserable. Sure enough, these individuals have put in the hours. Sure enough, they live pretty comfortably. But…

Read more »


Wishing a happy retirement to David Bartholomew and David Harvey!

As we bid farewell to two exceptional Truly Independent advisers, David Bartholomew and David Harvey, we reflect on their invaluable contributions, unwavering dedication, and their profound impact on our company and the clients they served. For over a decade, David Bartholomew has been an outstanding Truly Independent Financial Adviser, bringing a wealth of experience, insight,…

Read more »


Welcome Nabil Kazi – IFA based in Worcester joins

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…

Read more »