New IFAs as Truly Independent Continues to Grow

We have recently appointed three new independent financial advisers to our growing team across the UK and are fast approaching a total of 50 IFAs.

As we strive to become a household name and grow the company to 100 IFAs we were delighted to welcome three new faces. This included James Larton in Lancaster, Simon Taylor in Sheffield and Nick Sanderson in Harrogate.

James joined from ‘Raymond James Investment Services Ltd’ and brings with him a wealth of experience; specialising in pensions and retirement planning, investments and savings, mortgages, inheritance tax mitigation and business and personal protection. He also provides clients an initial meeting at no cost.

Upon joining he said, “I’m delighted to have joined Truly where I’ll have the platform to be more successful and happier in my career. The support available to me from the Action Team at Head Office was extremely appealing.

Having read some of the testimonials and spoken to current advisers here before joining, their positive feedback made my decision to join all the more simple. I can’t wait to get started.”

Shortly after starting, new advisers visit our Head Office for their induction course which involves a couple of days training and discovering more about our business and processes. There is also the opportunity to meet some of the team they’ll be working with. Each new adviser is assigned a mentor for their first few months to ease them through the process of joining somewhere new and answer any questions they may have.

Director of Business Development, Neil Jeffrey was delighted with the recent appointments saying, “The three advisers signed up for one of our Discovery Sessions and when I met them their first impressions were fantastic. I could see they’d be great acquisitions for the business with their experience, specialties and personalities.

We’ve put together a comprehensive Decision Pathway to guide those looking to join us and we’re delighted with how it’s been working so far.”

Congratulations to James, Simon and Nick and we are delighted to welcome them to the Truly Independent team.

For further information visit our website here.