Our Decision Pathway lays out the recommended steps to take when considering joining Truly Independent. We have so many options available to help you become a happier, more successful financial adviser, this guide will help you make a decision, and ensure you have covered everything.


After noticing Truly Independent, take the time to make yourself aware of who we are and what we can offer you.

Visit our client facing TrulyIFA website.

Explore our Happy Financial Adviser website.

Discover our social media channels.


Familiarise yourself with us a little more and see why joining could be the right move for you. You’ll have learned from our websites the benefits we can offer; from services to support, to the systems and marketing we have in place.

Read our client facing documents.

See our current IFA testimonials.

Watch our videos.


As your interest in becoming a part of our team continues to grow, now is the time to get a better understanding of your business, your lifestyle and what your options may be to improve these.

Read the Amazon #1 Bestseller; ‘The Happy Financial Adviser’.

The Happy Financial Adviser

Take 10 minutes to complete the ‘Happy Financial Adviser Scorecard’.

Discover your potential earnings using our Retention Rate Calculator.


How can we help you to become a happier, more successful financial adviser? This stage is your opportunity to take action and meet with us face-to-face where we can delve deeper into your situation and discuss solutions.

Book a Discovery Session. These are completed via Teams or phone call.

Visit Head Office.

Meet the Action Team.


Applying to join is a simple process.

Head to our Happy Financial Adviser website to fill in our online application form.

Check out our Succession Planning brochure and plan your future.

Read our Marketing brochure and discover how we can build your brand.


Congratulations, you’ve joined! We’ll help to ensure your transition to Truly goes as smoothly as possible and will be with you every step of the way.

You’ll be invited to attend our induction course.

We’ll assign you a nearby mentor to assist you.

Our Action Team are always available to help you.


You can now become a happier, more successful financial adviser.

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

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Happy Financial Advisers is a marketing style of Truly Independent Ltd who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

The information provided on this website is intended for UK residents only.

The material on the site is the copyright material of Truly Independent Ltd. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Truly Independent Ltd Service’s content in any way except for your own personal, non-commercial use. Truly Independent Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Truly Independent Ltd Service’s content requires the prior written permission of Truly Independent Ltd .