25 July 2025 by Scott Armstrong 
At Truly Independent, we’ve invested in fully integrated, purpose-built technology designed to help advisers like you focus on what matters: giving great advice and growing a sustainable business. In our Happy Financial Adviser model, Systems sits at the heart of day-to-day success — alongside Service and Support — in what we call the Happy Zone….
15 July 2025 by Andrew Goodwin 
As you’ll doubtless have noticed, markets have had something of a rollercoaster ride of late. Amid numerous unhelpful dynamics, the fluctuating fortunes of Big Tech have been one of the main drivers of volatility. A major lesson from the turmoil has been that diversification is still vital. Contrary to claims from people who ought to…
15 July 2025 by Scott Armstrong
Celebrate National Give Something Away Day – With a Gift That Could Change Your Career Monday 15th July marks National Give Something Away Day – and here at Truly Independent, we’re joining in by giving away something a little bit special. We’re offering a limited number of free copies of Andrew Goodwin’s best-selling book, The…
10 July 2025 by Scott Armstrong
We’re pleased to welcome Jadon Parke, the latest self-employed financial adviser, to join us at Truly Independent. Based in Thanet, Kent, Jadon brings a client-first mindset and a commitment to delivering high-quality, whole-of-market financial advice. With a clear, supportive approach, he helps clients make informed decisions at every stage of life—whether they’re building wealth, preparing…
10 July 2025 by Andrew Goodwin
Most of us like to do a job ourselves if it will save a little money. We might resolve to paint a bedroom rather than pay a decorator for the privilege, for example, or we might replace a car’s flat battery instead of summoning Halfords to work its magic. Sometimes the DIY option turns out…
8 July 2025 by Scott Armstrong
We’re delighted to welcome Richard Hambleton, the latest self-employed financial adviser to join us at Truly Independent. Based in Buxton, Richard brings over a decade of experience in the financial services industry and a calm, down-to-earth approach to financial planning. He works with individuals, families, and business owners across the Peak District and surrounding areas,…
3 July 2025 by Scott Armstrong
One of the biggest barriers for financial advisers running their own business is marketing. Building visibility, generating enquiries, and converting interest into long-term clients takes time, energy, and know-how. That’s why our marketing systems are designed to do the heavy lifting — helping you attract the right clients without having to become a digital marketing…
25 June 2025 by Andrew Goodwin
I recently made a brief attempt to discover the origins of the word “upskill”. It turned out to be trickier than I’d assumed. Maybe I need to upskill in the internet-trawling department. Although it doesn’t reveal where or by whom, Webster’s Dictionary reports the term was first used in 1978. This should be of interest…
15 June 2025 by Scott Armstrong
If your day-to-day feels busy but not purposeful, a clearer strategy could make all the difference. For many self-employed financial advisers, it’s easy to get caught in the whirlwind of meetings, reports, compliance tasks, and lead generation — without stopping to ask where it’s all heading. Why Strategy is One of Truly’s 6 S’s At…
10 June 2025 by Scott Armstrong
In the world of financial advice, things don’t stand still — and neither should your business strategy. What worked five years ago might not work today. Client expectations are evolving — more people want digital access, faster responses, and ongoing value for their fees, not just annual reviews. At the same time, the regulatory landscape…
