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.
What sets Truly Independent apart?
At Truly Independent, we empower advisers to achieve more and provide clients with the confidence they need to secure their financial futures. Here’s what makes us stand out:
1. Unmatched Adviser Support
We believe that happy advisers lead to happy clients. That’s why we’ve built a comprehensive support structure to help our self-employed advisers thrive. From in-house compliance and marketing support to twice-weekly pay runs and a dedicated Action Team, our advisers can focus on what they do best – delivering outstanding client service.
2. Innovative Succession Planning
Our unique 4X4 Succession Plan is truly one of a kind, not just in the North West but across the UK. This strategy allows our advisers to retire with up to four times their annual renewal income, giving them the peace of mind that their future, and their clients’ futures, are secure. This forward-thinking approach to succession planning has set us apart as a firm that values both short-term success and long-term stability.
3. A Commitment to Excellence
Every aspect of our business is designed with one goal in mind: helping advisers deliver the best possible advice. From our Financial Adviser Happiness Scorecard – designed to assess and improve advisers’ work-life balance and business performance – to our Consumer Duty brochure, which reflects how we’ve embedded these principles into our firm, we are dedicated to achieving excellence in all areas.
4. Client-Centric Focus
We believe in true independence, offering unrestricted and unbiased financial advice from the whole market. This empowers our advisers to craft bespoke, holistic financial plans tailored to each client’s unique needs, whether it’s investments, retirement planning, insurance, or estate management.
5. Unmatched Adviser Retention Rates
We have a unique charging structure for our advisers that is fair for all and includes a distinct and recurring income ‘extra bonus’ feature. The more you earn, the less percentage you pay. Advisers are all self-employed and are paid between 70% – 90% of their gross income dependent on their production level.
Plus, in addition to the Production Bonus, a further 5% can be achieved for recurring income providing they meet the firm’s client support agreement standards.
This remuneration model is unique to us and exists to encourage advisers to look after existing clients and fulfil their client support agreement pledges; this is our Value Proposition.
Join Truly Independent
We are proud to be recognised for our dedication and innovation, and we’re excited to see what 2025 holds for Truly Independent. As we aim for the top spot, we invite like-minded financial advisers to join us on our journey. Discover how our support, strategies, and opportunities for growth can help you build a more rewarding, successful business.
Interested in learning more? Book a Discovery Session today and see how Truly Independent can help you reach new heights.
