As Maxine Scott embarks on a well-deserved retirement, we take a moment to reflect on her remarkable career and the impact she’s had as a Truly Independent adviser. With genuine appreciation, we wish her all the best in this new chapter of life.
Maxine’s affiliation with Truly began in 2013, marking the start of a fruitful partnership grounded in shared values and a commitment to independence. Throughout her tenure, she exemplified what it means to be a Truly Independent adviser, putting her clients’ needs first and foremost in every decision she made.
We are proud to announce that Truly has acquired Maxine’s business, and her clients can rest assured that they will continue to receive the same level of exceptional service they have come to expect. By choosing this path, Maxine has reaffirmed her commitment to her clients’ long-term well-being, ensuring that their interests would remain paramount even as she transitioned into retirement.
The transition of Maxine’s clients to a Truly Private Clients adviser will be seamless, thanks to Maxine’s careful planning and dedication to ensuring continuity of care. Under the guidance of their new adviser, Maxine’s clients will continue to receive personalised, unbiased advice tailored to their individual needs and goals.
As Maxine embarks on this new chapter of her life, we extend our warmest wishes for a retirement filled with joy, fulfillment, and well-deserved relaxation. Thank you, Maxine, for your years of service, your unwavering commitment to independence, and the lasting impact you have made at Truly Independent.
Truly Independent Succession Strategy
4×4 succession is a unique buy-out retirement contract available to all our advisers, existing and new. It is the final piece of a comprehensive adviser support proposition to ensure your journey with us and into retirement, is truly easy. Advisers who have been with us for at least 4 years can retire from us with up to 4 times their annual renewal income.
