We’re delighted to announce that Matthew Stokes has joined our team at Truly Independent as an independent financial adviser based in West Lothian. Matthew brings a wealth of expertise and dedication to our Truly Private Clients division, where he’ll be providing ongoing support and advice to our valued clients.
Truly Private Clients (TPC) has been set up specifically to provide ongoing support and advice to clients following the retirement of their usual financial adviser.
All financial advisers who operate under the Truly PC trading style are employed directly by Truly Independent Ltd specifically for this purpose and operate throughout the UK.
At Truly Independent, we pride ourselves on our twin-pillar approach, with Truly Private Clients being an integral part of our mission. We offer a seamless succession plan to our self employed advisers from the offset, ensuring that our advisers have a clear path for their future while guaranteeing their clients receive uninterrupted service.
Matthew, we wish you all the success in your new role, and we’re excited to see the positive impact you’ll make in the lives of our clients. Welcome to the Truly Independent.
