10 September 2024 by Scott Armstrong 
At Truly Independent, we are committed to continuously enhancing our services and providing the best possible support to our clients and advisers. As part of our ongoing growth, we are thrilled to announce two new additions to our team, bringing with them a wealth of experience and a shared dedication to our mission. Introducing Mark…
4 September 2024 by Scott Armstrong
The financial advice industry is facing a seismic shift due to the increasing regulatory pressures, particularly as the FCA’s Consumer Duty sets out greater expectations for firms to demonstrate that they are delivering good outcomes to their clients. Social media platforms and the press are flooded with adverts claiming that clients of well-known firms could…
20 August 2024 by Andrew Goodwin 
It’s very hard to do well at something – or even to enjoy it – without grasping the idea of expectation management. The reason is straightforward enough: expecting too much usually leads to disappointment and disillusionment. Most of us have probably experienced this in the course of our sporting endeavours. Let me quickly explain how…
14 August 2024 by Scott Armstrong
We are thrilled to announce that Barry Wiggett has joined Truly Independent as our Senior File Reviewer. With an extensive background in the financial services industry, Barry brings a wealth of experience and expertise that will undoubtedly enhance our compliance operations. Barry’s career spans 35 years, during which he has developed a deep understanding of…
7 August 2024 by Scott Armstrong
Truly Independent is proud to announce that we have been rated as STRONG in the latest Plimsoll Ratings Analysis, solidifying our position as a leader in the Independent Financial Advisers (IFA) industry. This analysis is grounded in the most recent data and intelligence, evaluating the financial health of the top 2500 companies within the UK…
5 August 2024 by Scott Armstrong
In the fast-paced world of financial advising, the introduction of stringent consumer duty regulations has turned many advisers’ work lives upside down. For those at firms like St. James’s Place (SJP), this pressure has become particularly intense. The surge in claims against these firms, often driven by so-called “ambulance chasers,” has compelled companies like SJP…
29 July 2024 by Scott Armstrong
We are thrilled to announce that Darren West has joined Truly Independent, bringing with him a wealth of experience and expertise in the financial services industry. Based in Milnthorpe, Cumbria, Darren is a seasoned independent financial adviser with over 30 years of dedicated service. Meet Darren West Darren West’s extensive career spans over three decades,…
18 July 2024 by Andrew Goodwin
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…
16 July 2024 by Scott Armstrong
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…
15 July 2024 by Scott Armstrong
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…