Advisers are anything but pawns in the tech game

I fancied myself as a bit of a chess player during my school days. I wasn’t exactly a grandmaster, but I took part in county-level tournaments. As was deemed cutting-edge back then, I sometimes practised with an electronic chess set. The youngsters of today would doubtless find that set hilariously primitive. I would guess it…

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Is regulation really all bad?

I know this is hard to believe, but I haven’t always been the easy-going, supremely cheerful, endlessly availing soul everyone rightly sees me as today. In the past, given what I felt was due cause, I could actually be quite cantankerous. Take my battle with what I perceived to be the dark forces of a…

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Raising the Bar: Truly Independent Eyes Adviser Firm of the Year Award

We are thrilled to announce that Truly Independent is in the running for Adviser Firm of the Year – North West at the prestigious Professional Adviser Awards 2025. This recognition highlights our ongoing commitment to providing exceptional, independent financial advice across the UK and underscores our relentless dedication to supporting our advisers and their clients….

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Welcome Mark Spackman

At Truly Independent, we are committed to continuously enhancing our services and providing the best possible support to our clients and advisers. As part of our ongoing growth, we are thrilled to announce another new addition to our Truly Private Clients team, bringing with him a wealth of experience and dedication to our mission. Introducing…

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Navigating Consumer Duty: How Truly Independent Can Transform Your Financial Advisory Practice

The financial advice industry is facing a seismic shift due to the increasing regulatory pressures, particularly as the FCA’s Consumer Duty sets out greater expectations for firms to demonstrate that they are delivering good outcomes to their clients. Social media platforms and the press are flooded with adverts claiming that clients of well-known firms could…

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Why expectation management has never been more important

It’s very hard to do well at something – or even to enjoy it – without grasping the idea of expectation management. The reason is straightforward enough: expecting too much usually leads to disappointment and disillusionment. Most of us have probably experienced this in the course of our sporting endeavours. Let me quickly explain how…

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Has consumer duty ruined your work life balance?

In the fast-paced world of financial advising, the introduction of stringent consumer duty regulations has turned many advisers’ work lives upside down. For those at firms like St. James’s Place (SJP), this pressure has become particularly intense. The surge in claims against these firms, often driven by so-called “ambulance chasers,” has compelled companies like SJP…

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Welcome Darren West

We are thrilled to announce that Darren West has joined Truly Independent, bringing with him a wealth of experience and expertise in the financial services industry. Based in Milnthorpe, Cumbria, Darren is a seasoned independent financial adviser with over 30 years of dedicated service. Meet Darren West Darren West’s extensive career spans over three decades,…

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