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…

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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,…

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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…

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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…

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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…

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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…

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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…

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The danger of the adviser/planner divide

Financial Adviser

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…

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