We are delighted to welcome Rohid Ladva to Truly Independent.
Rohid is an experienced financial adviser based in Bolton, specialising in pensions, investments and protection advice. Rohid has taken up an employed position under Truly Private Clients, which was set up primarily to provide ongoing support and advice to clients following the retirement of their usual financial adviser, although new enquiries are welcome. All financial advisers who operate under the Truly PC trading style are employed directly by Truly Independent Ltd specifically for this purpose, and still promote the same independent values as other Truly Independent financial advisers.
We caught up with Rohid to ask him how he has found his time at Truly so far..
What was your main reason for joining Truly Independent?
“After being a Restricted Adviser and an Appointed Representative, I wanted to become Independent. I chose Truly as they offer unbiased, transparent and holistic advice to their clients.”
What stopped you from making the move earlier and what finally made you decide to join?
“Once I had the Interview with Andrew and Neil and hearing their plans for Truly, I did not hesitate on making my decision to join.”
How have you found it since moving?
“I’ve found the transition quite easy. It’s always difficult joining somewhere new and learning systems and processes. Truly have the systems in place and support is available to make the client/adviser journey much smoother. The Head Office team are really helpful and friendly and make moving to a company like Truly very easy.”
What are the benefits you have enjoyed?
“Truly invest in the systems and tools that make life as an Adviser very easy. They have regular company updates online and events which keep you in the know, I’ve been able to share ideas and gain insight with other Advisers within Truly. Marketing is always great so you have customised teams backgrounds, stationary, business cards etc all look professional. Resources such as TIPS magazine and updates from fund managers are great visuals to share with clients – helping to explain complex topic in a simple manner.”
What would your advice be to other IFAs in regards to joining?
“In my opinion Truly Independent allow you to become the best adviser that you can be. Whether that means growing your business, providing a better proposition for your clients, making life easier for advisers, building on your knowledge and experience, having a plan for retirement……if this is what you aspire to have then don’t hesitate and ….JOIN!”
Join Truly Independent
We understand that when it comes to running your own financial advice business, it’s important to have a steady income. That’s why we strive to make sure our advisers not only have the best retention rate possible, but also the most reliable and consistent income. We are committed to helping you build a successful business and reach your financial goals.
Take the first steps to becoming a Truly Independent Adviser by booking a Discovery Session at a time/date convenient to you.
