Pick Your Rate and Amplify Your Growth

At Truly Independent, we’re giving financial advisers the freedom to shape their earnings with “Pick Your Rate”—a unique payment structure where you choose a payment rate between 70% and 90%, tailored to your business goals. This isn’t just flexibility; it’s an opportunity to take control of your success and build a business on your own…

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Pick Your Rate: Exploring the benefits

At Truly Independent, we understand that making the move to a new firm can feel like a big step. That’s why we’ve introduced Pick Your Rate. Designed to make your transition to Truly as smooth as possible. This unique payment structure gives you the power to choose a payment rate between 70% and 90%*, tailored…

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How we choose an investment platform

It may seem hard to believe now, but investment platforms were rare beasts around a quarter of a century ago. Today there are so many that the adviser community is increasingly concerned that some might not survive. According to a recent survey, nearly 50% of advisers fear a platform will fail within the next three…

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Maximising Value, Securing Futures: Truly Independent’s Record Year

Last year, Truly Independent demonstrated the success of our 4×4 Succession Plan by acquiring 10 self-employed advisers’ businesses, with an average valuation of £320,000. These success stories highlight how our structured approach to succession planning delivers real results for advisers ready to retire. By working closely with advisers to maximise the value of their businesses,…

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Dealing with the dilemma of growing an adviser business

Image: Katie Brinsden is Managing Director of Truly Independent The question of whether skills can be transferred from one business sphere to another has been debated for decades. It is possible to make a reasonable case for both sides of the argument. On the one hand, there are countless talents that clearly do not lend…

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Make “Happiness” Your 2025 New Year’s Resolution

As we step into 2025, it’s the perfect time to reflect on your journey as a financial adviser and set yourself inspiring goals to make this year your most rewarding yet. What better resolution to make than to prioritise your happiness and success by joining Truly Independent? At Truly, we believe that happiness is the…

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Breaking Records: A Remarkable 2024 at Truly Independent

As we approach the close of 2024, we’re celebrating what has been a truly record-breaking year! From hosting an unprecedented number of Discovery Sessions to experiencing a remarkable surge in client inquiries and website traffic, our marketing efforts have elevated us to new heights of success. A Record Number of Discovery Sessions Discovery Sessions are…

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Truly Independent Celebrates a Second Shortlisting at the Professional Adviser Awards 2025

We’re delighted to announce that Truly Independent has been shortlisted once again at the Professional Adviser Awards 2025—this time for “Adviser Firm of the Year – North West.” This recognition highlights our dedication to excellence across all areas of the business. The PA Awards are an excellent opportunity for the industry to come together to reflect on…

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Truly Independent Shortlisted for Adviser Website of the Year

We’re delighted to announce that Truly Independent has been shortlisted for the prestigious Professional Adviser Awards 2025 in the category of “Adviser Website of the Year.” This recognition is a testament to our dedication to creating a website that supports advisers and engages clients, showcasing the excellence we bring to the financial advice industry. What…

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