In celebration of International Day of Happiness we are giving away copies of Amazon #1 Bestseller Book – The Happy Financial Adviser!

We want to help you ensure your business is as prepared as possible so that you can become a happier financial adviser who enjoys more time, earns more money and encounters less stress.

What is a Discovery Session?

Our Discovery Sessions are around 30 minutes long and take place via Teams or phone call.

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

By the end of the Discovery Session you will have a good understanding of whether Truly Independent could be a good fit for your next career opportunity.

(Please see terms and conditions at bottom of the page.)
Book and attend a Discovery Session to claim your FREE book

Book a Discovery Session

*Subject to terms and conditions. Those claiming the gift must be a financial adviser currently registered on the FCA and be able to provide their FCA number upon claiming their gift. The offer is limited to advisers that book and complete a Discovery Session on a first-come first-served basis.

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

The information provided on this website is intended for UK residents only.

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