We’re giving away 50 of our Truly Independent pens!

In order to claim yours, simply arrange a discovery session via the form below and after you’ve attended your gift will be sent out.

Claim your gift below

What is a Discovery Session?

A discovery session is a quick call that we conduct on Teams. In these sessions we will delve deeper into your current situation, discuss your ambitions and identify the barriers that are preventing you from being happier and more successful by asking:

•Where you are now

•Where you want to be

•What is in your way

*Subject to terms and conditions. Those claiming the gift must be a financial adviser currently registered on the FCA and be able to provide their FCA number upon claiming their gift. The offer is limited to one per person. Gift is only available upon the completion of a discovery session. Please note that the photo is not representative of the actual pen you will receive. Offer will expire on March 1st 2024.

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

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