If you are employed as a financial adviser, are already self-employed maybe within a financial advice network, or perhaps a director of a small Directly Authorised firm and facing an uncertain future and unhappy…. then register for a Discovery Session.

In these sessions we will delve deeper into your current situation, discuss your ambitions and identify the barriers that are preventing you from being happier and more successful by asking:

Where you are now

Where you want to be

What is in your way

Book your Discovery Session using the form below

Book a Discovery Session

Happy Financial Advisers seek out new challenges and set personal targets that reinforce their own happiness; leading to happier clients and more success.

Based on the science behind the three happy determinants, we have identified a business methodology that will provide you with the opportunity to:

Earn More Money

Have More Time

Experience Less Stress

We can measure your level of happiness in life and work, and in turn, these sessions help you (and us) to see how making a move to Truly Independent will provide the opportunity for you to be much happier in what you do. Thus allowing you to become a happier financial adviser; evidence shows if you are happier in your work, you will be more successful.

“If you think joining Truly Independent is about doing the same thing you’ve always done, but for a better deal, then you have missed the point. We are about connecting with more people, having the freedom to be yourself and making a positive difference in the lives of others. Accept change, overcome barriers and obstacles through efficiencies, choose opportunity and make time to be more effective, happier and successful in life”.

Andrew Goodwin, author of The Happy Financial Adviser and CEO of Truly Independent

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

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