Our first quarterly report is now available to download. The report provides key stats on our performance so far this year. Some key points: Over 10,000 visits to our client-facing website www.trulyifa.co.uk 90% of Truly IFAs rank on page 1 of Google for their key SEO term. Over 7800 Marketing email clicks. We realise the…
Happy Financial Adviser Blog
Independent in our structure as well as our service
Who are Truly Independent? We are an independent financial advice firm, on track to have 100 advisers throughout the UK. We are strong believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to…
Work to Wealth makes final
We are delighted to announce that Work to Wealth has made this year’s Business Book Awards. The Business Book Awards, in partnership with Pathway Group, highlights leadership, change and sustainability in business through the promotion of Business Books and their authors, who share their industry knowledge, experience and expertise in published book form. The Business…
Truly plant donated trees
The time has come to plant our ten pledged trees. Back in November, Truly Independent announced our support for the Realise Forest initiative. The planting took place at Kingmoor Park on Tuesday, 14th February. We have always strived to do our best to positively impact the communities we serve. Having previously supported the National Autistic…
Truly Independent make final in PA Awards 2023
We are proud to announce that Truly Independent has made the final for the Professional Adviser Awards 2023 for the category “Best Advice Network”. The following key points will determine the winner of this category: What has your company done in the last 12 months to help your adviser clients or users grow their businesses…
2022 – A Truly great year
2022 proved to be another successful year for Truly Independent. From being listed in the top 100 financial advice firms to releasing a number 1 best-selling book. In this blog post, we will be discussing all the major news and events that occurred in 2022 regarding Truly Independent and what to expect in 2023. Marketing…
Minimum 85% retention rate for new advisers – Book a discovery
If you are a Financial Adviser, get your 2023 off to a great start by booking a Discovery Session to join Truly Independent. We are now offering a fixed minimum retention rate of 85% to new advisers that join us in their first year. No fees, no levies, no minimum charge. We empower our advisers…
Truly Independent in support of Realise Forest
We are delighted to announce our support for the Realise Forest initiative. Truly Independent has donated ten trees to be planted in the coming months to support the fight against climate change. We have always believed in doing our best to impact the communities we serve positively. Having previously supported the National Autistic Society, Hospice…
Truly Independent listed one of UK’s best
We are delighted to announce that Truly Independent has been listed in the latest FTAdviser Top 100 Financial Advice Firms 2022. This award showcases the best of the best within the financial adviser profession and the broader financial services sector that provides them with the products to serve their clients best. The list is produced…
Truly Independent in attendance at In-Cumbria networking event
Truly Independent was amongst the 50 businesses that attended the first In-Cumbria networking event at The Halston in Carlisle. Hosted by Newsquest’s Emily Wood, Head of Outside Sales, and Joy Yates, North Cumbria Editor, representatives from businesses across all disciplines and areas of Cumbria attended the event to mark the relaunch of In-Cumbria’s new magazine….









