The financial advice industry is facing a seismic shift due to the increasing regulatory pressures, particularly as the FCA’s Consumer Duty sets out greater expectations for firms to demonstrate that they are delivering good outcomes to their clients. Social media platforms and the press are flooded with adverts claiming that clients of well-known firms could be owed thousands in compensation, adding fuel to the fire.

This environment has created a challenging landscape for advisers, who find themselves spending more time managing complaints and servicing clients than delivering the comprehensive, value-added advice they were trained to provide. Instead of focusing on new client acquisition and strategic financial planning, many advisers are consumed with providing review services, but they often seek ways to enhance profitability and increase job satisfaction.

There is an Alternative

At Truly Independent, we understand the challenges faced by financial advisers as they try to remain compliant with ever-changing regulations. We believe there’s a better way to practice financial advising—one that empowers you to reclaim your time, serve your clients more effectively, and regain control over your business. Our innovative advice proposition is designed with Consumer Duty at its core and offers a path out of the servicing trap with four distinct servicing options: Digital, Virtual, Active, and Active Plus.

Our Servicing Options: Freedom to Focus on What Matters

1. Digital: The Digital servicing option is the cornerstone of our commitment to “Financial Advice for Everyone.” It’s designed for advisers who want to elevate their services and expand their impact beyond traditional servicing roles. With our Digital option, you can streamline processes, free up time from routine tasks, and focus on delivering high-quality financial advice to a wider audience. By embracing technology, you can provide more efficient guidance and support, enhancing both your reach and effectiveness.
2. Virtual: For advisers who wish to maintain a personal touch while enjoying the benefits of digital efficiency, our Virtual service offers the best of both worlds. It combines digital tools with virtual meetings, enabling you to stay connected with clients without the need for face-to-face interactions. This option is perfect for those looking to expand their client base across geographic boundaries without sacrificing the quality of their advice.
3. Active: Our Active servicing option is tailored for advisers who want to stay deeply involved in their clients’ financial journeys. This option provides the tools and support you need to actively manage and grow your clients’ portfolios, ensuring that you can deliver personalised, proactive advice without the administrative burden that typically accompanies such work.
4. Active Plus: For those who seek to offer the highest level of service, the Active Plus option is the pinnacle of our service offerings. It allows you to provide a fully bespoke advisory experience, with all the resources and support necessary to manage even the most complex client needs. This option is designed for advisers who want to be at the forefront of their profession, delivering exceptional value to their clients.

Reclaim Your Career and Your Happiness

At Truly Independent, we believe that financial advisers should be able to do what they do best—provide expert financial advice and support their clients in achieving their financial goals. With our diverse servicing options, you can choose the path that best suits your business model and client base, allowing you to focus on what truly matters.

Start building a more rewarding, profitable practice and enjoy greater freedom and fulfilment in your work.

Become a Happy Financial Adviser

Ready to take the next step? Book a discovery session with us today and learn how Truly Independent can transform your business and bring back the joy of financial advising. Let’s work together to make “Financial Advice for Everyone” a reality.