29 May 2026 by Truly Independent 
International Women’s Day was almost three months ago, however the sorts of conversations that we had then, are just as important now. Cara Robinson, Training & Competency Superviser at Truly Independent, is here to continue those conversations. As you may distantly recall, March 8 was International Women’s Day (IWD). Along with the finance world as…
25 May 2026 by Katie Brinsden 
Many financial advisers consider discussing retirement plans with clients to be one of our profession’s greatest pleasures. It can produce moments that are heartening, rewarding and even genuinely emotional. Katie Brinsden, Managing Director of Truly Independent, shares her insights on succession, and why advisers encourage it. Take the wonderful instant when a client begins to…
23 April 2026 by Truly Independent
The challenge of eliminating – or at the very least narrowing – the advice gap has brought countless proposals from advisers, regulators and governments over the years. On the whole, sadly, little has changed. Elliot Daniels, Head of Compliance at Truly Independent shares his thoughts. The Financial Conduct Authority’s targeted support initiative is the latest…
24 March 2026 by Andrew Goodwin 
‘It’s up to us to determine whether AI works for us or against us’ Andrew Goodwin reflects on the rise of AI in wealth management through the lens of 1960s classic sci-fi show, StarTrek Shop around the numerous sci-fi-centric, retro-themed channels that nowadays populate TV schedules and you’ll very likely stumble across the original Star…
6 February 2026 by Andrew Goodwin
Andrew Goodwin intertwines the intricacies of pinball with a successful financial journey in his latest article for Professional Adviser… At the risk of making yours truly appear irredeemably ancient, it’s time to discuss pinball. As some readers may recall, this was a popular pastime in the long-ago era before Space Invaders and Pac-Man broke the…
5 January 2026 by Andrew Goodwin
My route into financial advice wasn’t exactly what you would call typical. Although I had a fondness for numbers, the early part of my working life was spent in my family’s fruit-and-veg firm. The first major hint of what lay ahead came when I reached my mid-20s. With the Goodwins having somehow failed to…
22 December 2025 by Katie Brinsden
Back in 2024, I wrote an article that urged advisers to find positives in the perceived pain of regulation. The potential implications of Consumer Duty were at the heart of my arguments. Fast-forward to 2025, and we find the Financial Conduct Authority’s quest for “good outcomes” remains a major source of controversy in our industry….
11 December 2025 by Andrew Goodwin
I came across a fantastic spot of financial advice on social media the other day. It was jaw-dropping stuff, to put it mildly. An American gentleman in sunglasses introduced his young daughter, who was about to buy her first car. She had just been to the bank, which had given her a $15,000 loan…
4 December 2025 by Katie Brinsden
The saga of targeted support is set to enter a new stage. With the consultation period over, the Financial Conduct Authority (FCA) is expected to produce a final policy statement in December. The regulator has recently been notably keen to stress the role the initiative could play in steering investors away from the…
27 November 2025 by Andrew Goodwin
I was recently asked what my dream job would be if destiny hadn’t steered me towards the wonderful world of financial advice. My response: a test-driver for Porsche. You see, I’ve loved Porsches for as long as I can remember. I’ve been lucky enough to own a few, but the thought of actually being…
