New Adviser joins Truly Private Clients

We are delighted to welcome Chris Irwin to Truly Independent.

Chris is an experienced financial adviser based in Workington, specialising in pensions, investments and protection advice. Chris 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.

Chris said, “I have found it to be a great step towards securing mine and my families future.

My experience has been positive in the sense that there is great support in my team, scope to grow my business and career and plenty of work to do. It has been a refreshing boost to my feeling of the job and industry, having worked for another company in the UK that was quite stagnant, it is exciting to be part of a growing and moving forward operation.

I have faith in the company, its ethos and the proposition I can offer clients, this ultimately helps me do the job to the best of my ability.”

There has never been a better time to join Truly Independent. Listed as one of the top 100 by FTAdvisers and recently shortlisted as a finalist in the Lloyds Bank Business Enabler of the Year Award. It’s not just our advisers that think we are great, however…

  • Over 98% of Truly advisers experience has been positive.
  • Over 94% of Truly advisers have an improved work-life balance.
  • Over 90% of Truly advisers have a more efficient business.
  • Over 96% of Truly advisers would recommend joining us to a friend.

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.

With this in mind, we now offer a minimum retention rate of 85% to new advisers that join us in their first year while maintaining the capability to retain up to 95%.

Take the first steps to becoming a Truly Independent Adviser by booking a Discovery Session at a time/date convenient to you.

 

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