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:…

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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…

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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)…

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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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