3 March 2022 by Scott Armstrong 
At Truly Independent we truly believe that happiness leads to success. If you are an experienced financial adviser looking for a new approach to serving your clients, loving your work, and building your own long-term financial security, then we are the company for you. Founded in 2010, we are a national firm of experienced Independent…
25 February 2022 by Scott Armstrong
There are over 12 times more people per financial adviser who could benefit from financial advice today than 25 years ago. There are only 24,000 financial advisers compared to the 220,000 in 1990. This is the crux of the so-called advice gap, which effectively means people are unlikely to make decent financial plans, make regular…
14 February 2022 by Scott Armstrong
The rule of 72 is a simple mathematical formula used in finance as a shortcut to estimate the number of years required to double your money at a given annual rate of return (http://www.investopedia.com/terms/r/rateofreturn.asp). The rule states that you divide the rate, expressed as a percentage, into 72. For example, take an investment of £100,000….
3 February 2022 by Scott Armstrong
Most financial advisers today have come from an industry that started in product sales and that background is hard to extinguish; it’s natural to sell a product. Most people who avoid seeking financial advice do so for one or more of these six reasons: There is no obvious benefit The cost of advice and affordability…
27 January 2022 by Scott Armstrong
To connect with more people, and therefore more clients, be sure to get out and about. Being visible in your community through taking part in social events, or by supporting local associations is a surefire way to build connections. The more connections you have, the greater your chance of generating new clients. There is no…
21 January 2022 by Scott Armstrong
When people engage with you, be they existing clients, new clients or just potential clients, they will want to know more about you. So they will Google you, check you out and compare feedback. They expect you to exist online. If you don’t have an online profile, then you don’t exist, and you will immediately…
12 January 2022 by Scott Armstrong
Many people will view being self-employed as having the freedom to be yourself. While this is true among many business types, it is not always the case for financial advisers due to the ever demanding controls of the regulator. It is not easy to be a financial adviser and at the same time run a…
21 December 2021 by Scott Armstrong
VERO is our fully integrated investment platform that targets growth whilst streamlining the investment process. Built by custodians, True Potential, our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control and value. Have you ever wondered: Why a wealth platform is called a platform? Do we need to use a platform…
15 December 2021 by Scott Armstrong
Here at Truly Independent we understand the importance of marketing. Not only for our own brand, but for our financial advisers as well. Thanks to our in-house marketing team our advisers receive regular new client enquires, in fact so far this year we have had 315 online enquires. That is a 50% increase from last…
2 December 2021 by Scott Armstrong
This Christmas we are proud to announce that we are giving away 3 signed copies of the Amazon best selling book “The Happy Financial Adviser.” The book will be signed by author and Truly Independent Director, Andrew Goodwin. For your chance to win simply follow the instructions below.
