23 September 2025 by Andrew Goodwin 
As a financial adviser, you probably rank discussing retirement plans with clients among the greatest pleasures of your professional life. It can certainly produce some heartwarming and rewarding moments. The instant when a client first understands a comfortable retirement is achievable is especially sweet. The sense of joy which fills the room when the likelihood…
27 August 2025 by Scott Armstrong 
Retirement should be something to look forward to. After years of building a successful advice business, you’ve earned the chance to take a step back and enjoy life outside of client meetings, compliance checks, and investment reviews. Whether it’s spending more time with family, travelling, or just having the freedom to pick and choose how…
26 August 2025 by Truly Independent 
Back in 2010, the world was still reeling from the financial crash. The iPad had just launched, austerity was the new political buzzword, and advisers across the UK were bracing for the changes brought by RDR. For many, it was a time of uncertainty. But for Andrew Goodwin, it was a moment to do things…
20 August 2025 by Scott Armstrong
Truly Independent was founded in 2009 by Andrew Goodwin and received full authorisation in 2010. By then, Andrew had already built a 15-year career in financial services — from corporate roles at General Accident (now Aviva) to running his own successful self-employed advice business. “There were two main reasons for setting up the firm,” Andrew…
14 August 2025 by Scott Armstrong
Neill Anderson recently marked 10 years as a financial adviser with Truly Independent. Earlier this month, he caught up with our colleague Martha to reflect on the journey so far. Based on that conversation, here’s Neill’s story. When I called Neill Anderson to chat about his 10-year anniversary with Truly Independent, he was as calm…
25 July 2025 by Scott Armstrong
At Truly Independent, we’ve invested in fully integrated, purpose-built technology designed to help advisers like you focus on what matters: giving great advice and growing a sustainable business. In our Happy Financial Adviser model, Systems sits at the heart of day-to-day success — alongside Service and Support — in what we call the Happy Zone….
15 July 2025 by Andrew Goodwin
As you’ll doubtless have noticed, markets have had something of a rollercoaster ride of late. Amid numerous unhelpful dynamics, the fluctuating fortunes of Big Tech have been one of the main drivers of volatility. A major lesson from the turmoil has been that diversification is still vital. Contrary to claims from people who ought to…
15 July 2025 by Scott Armstrong
Celebrate National Give Something Away Day – With a Gift That Could Change Your Career Monday 15th July marks National Give Something Away Day – and here at Truly Independent, we’re joining in by giving away something a little bit special. We’re offering a limited number of free copies of Andrew Goodwin’s best-selling book, The…
10 July 2025 by Scott Armstrong
We’re pleased to welcome Jadon Parke, the latest self-employed financial adviser, to join us at Truly Independent. Based in Thanet, Kent, Jadon brings a client-first mindset and a commitment to delivering high-quality, whole-of-market financial advice. With a clear, supportive approach, he helps clients make informed decisions at every stage of life—whether they’re building wealth, preparing…
10 July 2025 by Andrew Goodwin
Most of us like to do a job ourselves if it will save a little money. We might resolve to paint a bedroom rather than pay a decorator for the privilege, for example, or we might replace a car’s flat battery instead of summoning Halfords to work its magic. Sometimes the DIY option turns out…
