Happiness is at the core of everything we do and our financial advisers are more productive as a result. We empower our advisers to make more money, have more time and do so with less stress. Our formula for that outcome is the cornerstone of our business model; being happier in business is essential. It is a science and incorporated within our Systems, Service and Support propositions. Find out what our financial advisers say about working at Truly.
“There are many options out there when looking to move, but when I met with Truly it just felt right; and this has proved to be the correct decision. I can still work as an individual, but have access to a wider community as and when I need it. The Action Team at Head Office are helpful and knowledgeable, and I am already seeing the rewards of the additional marketing support as well.
The bigger picture is that I now have direction again, a plan for the future and am enjoying what I do.”
Paul, IFA in Cheshire
“It was important that I got to remain independent. There is a user friendly back office system, a better fee split and an excellent support team here too.”
Alex, IFA in Fife
“I’ve had 37 successful years in this industry, working in home service, as a tied agent and directly authorised. I’ve been the happiest I’ve ever been since joining Truly.”
Darren, IFA in South Wales
“I wanted to stay independent and not be restricted. Being a smaller firm, it made me feel part of a team and the compliance help when needed is great.”
Craig, IFA in Reading
“Moving my clients was seamless and I really liked the brand and client facing website. The Affinity meetings and training sessions are really useful too.”
David, IFA in Glasgow
“It was great that Truly used the True Potential system and I am able to offer independent advice. The fee splits are good and I like being able to phone up and ask for guidance if needed.”
John, IFA in Norwich
“I had a really good feeling about the firm after my Discovery Session and it felt like joining a family. They are forward thinking and there is a very fair payment structure.”
Maxine, IFA in Dumfries
We thrive on ensuring our advisers are happy and successful in what they do, as this makes for a better experience for them and their clients as well. What our advisers like most about being part of Truly Independent include:
Support
The support received from our in-house Action Team as well as being able to easily communicate with other advisers
Financial
Having a bi-weekly pay run and the opportunity for greater earning
Company Ethos
Being part of a team that remains small enough to care, but has strong growth plans
Freedom
The freedom to run your own business and be independent rather than restricted
Branding
Having a strong brand which is proactively marketed to generate more leads
Systems
There are fantastic back office systems and access to True Potential’s systems too