Welcome Christopher Tomnie

Based in Cambridge, Christopher Tomnie is an accomplished financial adviser with over 15 years of experience in the industry. As a self-employed professional, Christopher specialises in delivering unrestricted, whole-of-market advice, tailored to each client’s unique needs and goals. Christopher works with clients from all walks of life, offering guidance on investments, pensions, protection and more….

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Welcome James Calnan

At Truly Independent, our mission is to provide unparalleled support to both our advisers and clients. In line with this commitment, we are excited to welcome another exceptional professional to our Truly Private Clients team. Meet James Calnan Based in Cardiff, James Calnan joins us as a Truly Private Clients Adviser, bringing over 20 years…

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Advisers can still decide their own destiny

Here’s an intriguing question for you. Who are the principal agents of change – whether positive or otherwise – in the wonderful world of financial advice? To put it another way: who is coming up with the ideas that are reshaping how we lead our professional lives? And, by extension, who is determining how we…

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Unlocking Retirement Success with Truly Independent’s 4×4 Succession Plan

In an industry where retirement plans often come with bold promises but little follow-through, Truly Independent stands out. Many advisers have faced disappointment when other firms’ enticing retirement plans fail to deliver. Such “false promises” can devastate a retirement plan, leaving advisers without the security they need after years of dedication to their clients. At…

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Inside Look: An Adviser’s Journey To Joining Truly Independent

Choosing the right financial advice company is a significant decision for any adviser. We recently spoke with Rohid, one of our financial advisers, who shared his personal journey of moving to Truly Independent. His story highlights the seamless transition, the powerful tools at his disposal, and the support system that allows him to focus on…

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Advisers are anything but pawns in the tech game

I fancied myself as a bit of a chess player during my school days. I wasn’t exactly a grandmaster, but I took part in county-level tournaments. As was deemed cutting-edge back then, I sometimes practised with an electronic chess set. The youngsters of today would doubtless find that set hilariously primitive. I would guess it…

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Is regulation really all bad?

I know this is hard to believe, but I haven’t always been the easy-going, supremely cheerful, endlessly availing soul everyone rightly sees me as today. In the past, given what I felt was due cause, I could actually be quite cantankerous. Take my battle with what I perceived to be the dark forces of a…

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Raising the Bar: Truly Independent Eyes Adviser Firm of the Year Award

We are thrilled to announce that Truly Independent is in the running for Adviser Firm of the Year – North West at the prestigious Professional Adviser Awards 2025. This recognition highlights our ongoing commitment to providing exceptional, independent financial advice across the UK and underscores our relentless dedication to supporting our advisers and their clients….

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Welcome Mark Spackman

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 another new addition to our Truly Private Clients team, bringing with him a wealth of experience and dedication to our mission. Introducing…

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