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…
Happy Financial Adviser Blog
Making the case for financial advice for all
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…
Welcome Richard Hambleton
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,…
Marketing Systems That Help Advisers Grow
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…
Upskilling is an obligation, not an inconvenience
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…
Start with the End in Mind: Why Strategy Drives Success
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…
The Cost of Standing Still: Why Revisiting Your Strategy is Essential
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…
Waiting for the revolution: what the “targeted support” saga tells us about the advice industry
Unless you’ve been hiding in a nuclear bunker for the past few months – not a bad idea, some might think – you’ll be aware of the Financial Conduct Authority’s “targeted support” initiative. For those still in the dark, let’s quickly recap what it’s all about. As is often the way with FCA matters, this…
New Adviser Joins Truly Independent: Welcome Richard Rust
We’re pleased to welcome Richard Rust, our newest self-employed financial adviser, to the Truly Independent team. Based in Durham, Richard brings over 20 years of industry experience and a reputation for delivering tailored, whole-of-market financial advice. His approach is focused on understanding each client’s unique circumstances and providing clear, personalised solutions to help them achieve…
A Smooth Exit: How Truly Independent’s 4X4 Succession Plan Secured My Retirement
At Truly Independent, we understand that planning for retirement is a major milestone in any financial adviser’s career. That’s why we offer our unique 4X4 Succession Plan from the get-go. 4×4 Succession is a tailor-made solution designed to ensure a smooth transition for both advisers and their clients. But don’t just take our word for…








