We realise the importance of marketing; not only for our brand, but for our financial advisers as well. Customers expect companies to be visible online and we want to make sure our brand, and our advisers are as easy to find as possible. We have a range of financial adviser marketing solutions; some of which are included in our generic marketing activities and some which fall into our added value resource packages.

You can download our Marketing Brochure here

Truly IFA Website

Our client-facing website is full of engaging and interactive content about our products and services.

Potential clients can use our “Find an IFA” search tool. This allows them to enter their location and then select a Truly Adviser.

The website has a range of other features such as:

  • Financial calculators
  • A regularly updated news section
  • Digital magazines
  • Live chat
  • And much more

Your Own Personalised Website

As an additional option individual IFAs can have their own personal website featuring:

  • Leading IFA name web address
  • Responsive navigation
  • Truly branded magazines and regularly updated news section
  • Your contact information and location
  • Your own personal bio, including specialties and photograph
  • Website menu with services, calculators and more

Added Value Resource

We want to offer our advisers even more and as part of our Added Value Resource we have several personalised marketing packages available to suit you. Our in-house marketing team can help take your business to the next level.

Professional Marketing Package


Website management

Weekly blog posts


eFact sheets

Website enquiries

Google ads management ✖

Facebook ads management ✖

Email marketing ✖

Enterprise Marketing Package


Website management

Weekly blog posts


eFact sheets

Website enquiries

Google ads management

Facebook ads management

Email marketing

Grow your business with Facebook.
We can set up and manage your Facebook ad campaigns. Facebook ads are great for targeting specific groups of users based on age, gender, interests, location, and much more.

Only available with Enterprise

Get discovered on Google.
We can set up and manage your Google AdWords account. Get the edge on your competition by appearing on page 1 of Google for specified keywords relevant to your business.

Only available with Enterprise

Stay engaged with your clients.
Using our automated CRM software we can send your clients emails on your behalf. Whether that be a simple happy birthday e-card or our TIPS magazine, we have you covered.

Only available with Enterprise

Your Own Personalised Video

We can create your very own video to:

  • Promote you and the services you provide
  • Promote your specialties and experience
  • Include your contact information
  • You can share this with clients

I have been very happy with the marketing package which I have subscribed to and which I simply leave Truly to manage.

- Comran, IFA in Hull

The Truly Marketing options are excellent. Far better than what I have been used to.

- Craig. IFA in Reading

Contact details

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

Sign up for more info


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 .