To inspire all UK financial advisers to promote the benefits of independent financial advice, nurturing and empowering them to grow as individuals. In turn to empower their clients to be financially self-aware with targeted outcomes, sustainable financial advice and long-term independent financial support.

We only work with self-employed advisers under a contract for services. We offer all new advisers a co-operative ethos, about being inclusive, a part of something, working for the good of the whole and each benefiting from that.

Financial advisers who join us have a strong belief in the traditional values of providing high quality and efficient independent financial advice. Our systems, processes and support functions empower our advisers to spend more time doing what they do best; being in front of their clients and providing them with ‘Truly Independent’ advice.

Our Directors

For many firms with just a few advisers, it is difficult to make a multi adviser business cost effective. At that level, the principal is not sure whether to focus on their clients or their advisers. We are already well past that stage and in 2013 the directors de-authorised from providing advice. This frees their time up to focus on:

Adviser Support

Core Business Development

Contact details

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

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Happy Financial Advisers is a marketing style of Truly Independent Ltd who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

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