Four more advisers join Truly Independent

Four more independent financial advisers have joined the Truly Independent team as we get closer to reaching 100 IFAs.

As our brand continues to grow throughout the UK, so does the number of financial advisers who join us and are now on their way to becoming a happier financial adviser. We’ve recently welcomed four new faces:

  • Jon Ellis based in Weymouth
  • Eve Clark-Pyper based in Aberdeen
  • Luke Moloney based in Sutton Coldfield
  • Gethin John based in Cardiff

All of which bring a wealth of experience in the Financial Services industry.

We understand how daunting joining a new company can be and ensure we help make the transition as smooth as possible. Upon joining, all new advisers have the opportunity to visit Head Office and undergo their induction course, which includes a couple of days training and discovering more about the business and processes. Each new adviser is then assigned a nearby mentor who can assist with any questions.

On top of this, new advisers are offered a minimum 85% retention rate in their first year. No fees, no levies, no minimum charge.

If you’re looking for a new role, visit our website, where you can book a Discovery Session and discuss the prospect of joining Truly Independent.

Book a discovery session

Related posts

Andrew Goodwin: AI – to boldly go where no adviser has gone before…

'It's up to us to determine whether AI works for us or against us' Andrew Goodwin reflects on the rise of AI in wealth management through the lens of 1960s classic sci-fi show, StarTrek Shop around the numerous sci-fi-centric, retro-themed…

Read the full post

Andrew Goodwin: Flipping the narrative on successful investing

Andrew Goodwin intertwines the intricacies of pinball with a successful financial journey in his latest article for Professional Adviser... At the risk of making yours truly appear irredeemably ancient, it's time to discuss pinball. As some readers may recall, this…

Read the full post

Confronting the adviser’s dilemma

My route into financial advice wasn’t exactly what you would call typical. Although I had a fondness for numbers, the early part of my working life was spent in my family’s fruit-and-veg firm.   The first major hint of what…

Read the full post

Sign up for more info

Newsletter
Sending

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 .