My route into financial advice was unusual, to say the least. I had a fondness for numbers from an early age, but it was somehow decided this passion should be channelled into my family’s fruit-and-veg firm. As things turned out, the Goodwins failed to radically disrupt the world of fresh produce. As a…
Happy Financial Adviser Blog
Why building an adviser business is all about selling a need
Arguably the biggest challenge advisers face in building and marketing a business is that many people have yet to understand exactly what our profession is selling to them. In fact, a significant number seem to believe there is nothing to sell at all. Part of the problem is that advisers are routinely perceived…
Embracing tech with care
We all know advisers need to embrace technology. Advances such as artificial intelligence (AI) are vital to the future of our industry and our ability to help make a positive difference to millions of people’s lives. I’ve been especially vocal about this issue for some time now. As I’ve explained many times, I regard…
Consumer Duty and good outcomes: hope springs eternal
The name Dyson is nowadays most likely to conjure up images of vacuum cleaners. As someone with a modest background in number-crunching, I instead prefer to think of mathematician and theoretical physicist Freeman John Dyson. A member of Princeton’s illustrious Institute for Advanced Study, Dyson came up with all sorts of amazing scientific ideas…
Rising to the continued challenge of Consumer Duty
It is roughly a year since I wrote an article that urged advisers to find positives in the perceived pain of regulation. The potential implications of Consumer Duty were at the heart of my arguments. Fast-forward 12 months or so and we find the Financial Conduct Authority’s quest for “good outcomes” remains a major…
Dreaming of retirement? Then practise what you preach
As a financial adviser, you probably rank discussing retirement plans with clients among the greatest pleasures of your professional life. It can certainly produce some heartwarming and rewarding moments. The instant when a client first understands a comfortable retirement is achievable is especially sweet. The sense of joy which fills the room when the likelihood…
Retiring Without Regret: Why Self-Employed Advisers Need a Succession Plan
Retirement should be something to look forward to. After years of building a successful advice business, you’ve earned the chance to take a step back and enjoy life outside of client meetings, compliance checks, and investment reviews. Whether it’s spending more time with family, travelling, or just having the freedom to pick and choose how…
Celebrating 15 Years with 15 Reasons Advisers Choose Truly
Back in 2010, the world was still reeling from the financial crash. The iPad had just launched, austerity was the new political buzzword, and advisers across the UK were bracing for the changes brought by RDR. For many, it was a time of uncertainty. But for Andrew Goodwin, it was a moment to do things…
The Truly Independent Story
Truly Independent was founded in 2009 by Andrew Goodwin and received full authorisation in 2010. By then, Andrew had already built a 15-year career in financial services — from corporate roles at General Accident (now Aviva) to running his own successful self-employed advice business. “There were two main reasons for setting up the firm,” Andrew…
Celebrating 10 Years with Truly Independent: Neill Anderson
Neill Anderson recently marked 10 years as a financial adviser with Truly Independent. Earlier this month, he caught up with our colleague Martha to reflect on the journey so far. Based on that conversation, here’s Neill’s story. When I called Neill Anderson to chat about his 10-year anniversary with Truly Independent, he was as calm…







