Discussion & Discovery Session

Have you ever taken part in any discussion about the financial services industry or your position within it? Truly Independent are running a series of open discussion and discovery workshops throughout 2018 aimed at regulated financial advisers across the UK. Hosted by co-founder and author, Andrew Goodwin, these sessions are limited to small groups of…

Read more »


How to connect with more people (clients)

Connecting with more people has never been so easy, and remember, every person is a potential client. But it is important to ensure you first have the capacity for new clients. Below are a few pointers: Improve your profile Connecting with more clients starts with developing your own profile. Today’s generation have been born with…

Read more »


Having the Freedom to be Yourself

Having the freedom to be yourself is also about having the freedom of time as well as expression. To provide the time needed to focus on providing the right solutions for your clients which are that you: Offer impartial advice that is truly independent, unbiased and unrestricted Advice is well documented, simple to understand and…

Read more »


Happier Employees are 12% More Productive

Based upon research by Warwick University, happier employees are 12% more productive. Happiness is therefore at the core of everything we do and our advisers are more productive as a result. At Truly Independent, we empower our advisers to make more money, have more time and to do so with less stress. Our formula for…

Read more »


Truly Independent expands into new office

We have now made the exciting move into our new office following a re-fit of the premises at Atlantic House in Carlisle. The move reflects our growing business and the upturn in the number of employees since our launch back in 2010. The size of the move also takes into consideration the room for further…

Read more »


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 –…

Read more »


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…

Read more »


A story about goals…

Working together

3 men are set a challenge. They are all given a target destination to reach, with the quickest to arrive being the winner. However, they must first go into the next room and choose one person from a thousand to take on their journey with them, knowing that they will be tethered together for the entire journey. The…

Read more »


“Call me back”

Improve your call back rate

Everyone has had the ‘call me back’ message, and it might sound quite innocent a message to leave, but it actually can come across as a demand, an instruction which cuts into your freedom. Unfortunately, because people need a stimulus to act, the sole reason that anyone fails to return your ‘call me back’ message is that they…

Read more »


Two monitors halve the time

Dual monitors for IFAs

Well it’s Monday morning and the kids are back to school and it’s raining stair rods where I am. So whilst in the office, I was reflecting on what technology improvements I can make and what I have made that I would now not be without; Twin Monitors / Dual Screens The one that has…

Read more »