1 September 2022 by Scott Armstrong 
We are delighted to announce that Truly Independent has been nominated for this year’s SME News Finance Awards. This award endeavours to recognise those who have excelled in the past year. Likewise, they aim to publicise the firms that have contributed to the financial sector. The UK Finance Awards highlight the companies who shine in…
24 August 2022 by Scott Armstrong
Being independent lifts all restrictions placed on you as a financial adviser, and allows you to achieve what you set out to do in the first place when you became an adviser (provide the best possible advice). Financial advisers working for a firm are restricted to using the products and software that the firm provides,…
19 August 2022 by Scott Armstrong
The following blog post is an extract from The Happy Financial Adviser. An Amazon bestseller written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. Historically, as already established, financial advisers were sales people of financial products. They were good at selling. However, they can also fall into the trap of…
27 July 2022 by Scott Armstrong
The following blog post is an extract from The Happy Financial Adviser. An Amazon bestseller written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. One area of development that has changed the way we advise clients combines technology and products, putting all your client’s funds in one place which has…
14 July 2022 by Scott Armstrong
The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. In financial services and financial advice speak, the consumer is known as ‘a client’; one who engages with a professional for advice and assistance. I have a…
20 April 2022 by Scott Armstrong
Make A Positive Difference To The Lives Of Others The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. Consider an owner of a large house and vast garden who spends all his summer days cutting grass….
6 April 2022 by Scott Armstrong
The Happy Financial Adviser (Barrier 3. The Personal) The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. For pension and investment business there is no longer the ability to earn income via commission. You have to…
25 March 2022 by Scott Armstrong
The Happy Financial Adviser (Barrier 2. The Influential) The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. Lifestyle cashflow modeling is best described as technology being half way between robo-advice and human advice. The data input…
17 March 2022 by Scott Armstrong
March 20th is the International Day of Happiness. With our world facing unprecedented challenges, wellbeing matters now more than ever. Happiness is the opposite of stress, so to aim at happiness is to eliminate stress. Happiness is not achieved just with yet more income but instead by doing well. Beyond having a roof over your…
8 March 2022 by Scott Armstrong
The Happy Financial Adviser (Barrier 3. The Personal) The following blog post is an extract from The Happy Financial Adviser. A book written by Truly Independent Director Andrew Goodwin. To purchase your own copy click here. Financial advisers have been driven to adopt a fee-based business model (replacing commission) for pension and investment business, but…
