Last year, Truly Independent demonstrated the success of our 4x4 Succession Plan by acquiring 10 self-employed advisers’ businesses, with an average valuation of £320,000. These success stories highlight how our structured approach to succession planning delivers real results for advisers…
Image: Katie Brinsden is Managing Director of Truly Independent The question of whether skills can be transferred from one business sphere to another has been debated for decades. It is possible to make a reasonable case for both sides of…
As we step into 2025, it’s the perfect time to reflect on your journey as a financial adviser and set yourself inspiring goals to make this year your most rewarding yet. What better resolution to make than to prioritise your…