3 July 2025 by Scott Armstrong 
One of the biggest barriers for financial advisers running their own business is marketing. Building visibility, generating enquiries, and converting interest into long-term clients takes time, energy, and know-how. That’s why our marketing systems are designed to do the heavy lifting — helping you attract the right clients without having to become a digital marketing…
25 June 2025 by Andrew Goodwin 
I recently made a brief attempt to discover the origins of the word “upskill”. It turned out to be trickier than I’d assumed. Maybe I need to upskill in the internet-trawling department. Although it doesn’t reveal where or by whom, Webster’s Dictionary reports the term was first used in 1978. This should be of interest…
15 June 2025 by Scott Armstrong
If your day-to-day feels busy but not purposeful, a clearer strategy could make all the difference. For many self-employed financial advisers, it’s easy to get caught in the whirlwind of meetings, reports, compliance tasks, and lead generation — without stopping to ask where it’s all heading. Why Strategy is One of Truly’s 6 S’s At…
10 June 2025 by Scott Armstrong
In the world of financial advice, things don’t stand still — and neither should your business strategy. What worked five years ago might not work today. Client expectations are evolving — more people want digital access, faster responses, and ongoing value for their fees, not just annual reviews. At the same time, the regulatory landscape…
28 May 2025 by Andrew Goodwin
Unless you’ve been hiding in a nuclear bunker for the past few months – not a bad idea, some might think – you’ll be aware of the Financial Conduct Authority’s “targeted support” initiative. For those still in the dark, let’s quickly recap what it’s all about. As is often the way with FCA matters, this…
21 May 2025 by Scott Armstrong
We’re pleased to welcome Richard Rust, our newest self-employed financial adviser, to the Truly Independent team. Based in Durham, Richard brings over 20 years of industry experience and a reputation for delivering tailored, whole-of-market financial advice. His approach is focused on understanding each client’s unique circumstances and providing clear, personalised solutions to help them achieve…
28 April 2025 by Scott Armstrong
At Truly Independent, we understand that planning for retirement is a major milestone in any financial adviser’s career. That’s why we offer our unique 4X4 Succession Plan from the get-go. 4×4 Succession is a tailor-made solution designed to ensure a smooth transition for both advisers and their clients. But don’t just take our word for…
28 April 2025 by Andrew Goodwin
Financial advisers often devote relatively little thought to their own retirement. Given that they specialise in helping other people retire happily and in comfort, the irony of this oversight is pretty striking. It’s true that everyone thinks about retirement in some way, of course, and advisers are certainly no exception in that regard. Yet simply…
22 April 2025 by Scott Armstrong
Are you feeling restricted by your current firm’s structure? Many financial advisers start their careers thinking they’ll have the freedom to build their own business, only to find themselves tied down by rigid frameworks, corporate targets, and a lack of control over how they operate. If that sounds familiar, you’re not alone—and you don’t have…
14 April 2025 by Andrew Goodwin
It’s already clear that 2025 will be another challenging year for advisers and their clients. The list of concerns features some wearily familiar issues, including the persistence of the advice gap, ever-increasing regulation and growing pressures on smaller IFA businesses[1]. Perhaps above all, though, the prospect of market volatility has our industry worried. According to…