Grab yourself a FREE copy of the Amazon #1 Bestseller ‘The Happy Financial Adviser’, written by Truly Independent CEO Andrew Goodwin.
If you’re an experienced financial adviser looking for a new approach to serving your clients, loving your work and building your own long-term financial security then this is the book for you.
All you have to do is book and complete a Discovery Session and we will send you your complementary book afterwards.*
Book and complete a Discovery Session to claim your FREE book
What is a Discovery Session?
A Discovery Session is a focused, 30-minute confidential conversation designed to help you explore how Truly Independent can support your career ambitions and retirement goals.
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
Ask any questions you have about Truly Independent and how we work.
This is your chance to dive deeper into what makes Truly Independent different. Whether you’re curious about how our 4×4 Succession Strategy works, the support we offer our advisers, or the tools we provide to help you grow your business.
Flexible to Suit You
We know your time is valuable, which is why Discovery Sessions can take place:
In person at a location that suits you
Over the phone for a quick and convenient chat.
Via video call for a more personal touch, wherever you are.
*Subject to terms and conditions. To claim the free book, you must be a financial adviser currently registered with the FCA and able to provide your FCA number upon request. You must also meet the minimum requirements to join Truly Independent, including holding Competent Adviser Status and a Financial Planning Level 4 Qualification. This offer is available only to advisers who are genuinely interested in joining Truly Independent and who book and complete a Discovery Session. Limited to one book per adviser, while stocks last. UK shipping only (excluding Northern Ireland). First-come, first-served basis.