Truly Independent is directly authorised, privately owned and has its own internal compliance department.

We are committed to maintaining the ethos of providing Truly Independent financial advice without being adversely governed or influenced by others. Only then can clients be certain of the surety of impartiality.

We support ‘lifestyle choice’ independent financial adviser (IFA) businesses that are set up primarily by a registered individual with the aim of sustaining a certain level of income or to provide a basis from which to enjoy a certain happy lifestyle.

“You cannot build anything strong without a strong foundation. Equally, you need to have the most appropriate structure worked out first, before you build. Arguably, you can only achieve more clarity and vision of your intended course, by first comparing alternatives.

The structure is not to be confused with strategy. The strategy is the business activity you will adopt, review and on occasions change as the industry changes around you. Strategy is the variable. In contrast, the structure is the stable framework and the stability element that defines your strategy. However, there are similarities and hence why I place both into the Transition Zone of my six-step journey.”

The Happy Financial Adviser, Andrew Goodwin


Contact details

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

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