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. It features financial calculators, a regularly updated news section, our ‘search for an adviser’ tool, digital magazines and a live chat.

We are also active on a variety of other digital marketing channels such as:

Social Media

Email Marketing

Search Engine Marketing

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.

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

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

We can supply you with printed copies of our TIPS magazine.

We can set up and manage your Google AdWords account.

We are able to send and create targeted email campaigns.

Digital Marketing Packages


Create your own personalised website

Provide monthly website management.


Create your own personalised website

Provide monthly website management

Set up and manage AdWords campaigns.


Create your own personalised website

Provide monthly website management

Set up and manage AdWords campaigns

Create and send email marketing campaigns.

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

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