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

I can honestly say it has been transformational, not just financially, but the quality of life as well

- Andy, IFA in Hull

Through the excellent support team, I have all the administration, regulatory, compliance and marketing assistance I need, allowing me to focus on helping clients and developing my business

- David, IFA in Glasgow

I like the branding, the promotion of independence and support I can get if needed. The overall package is very good and it's somewhere I've been able to become a happier financial adviser

- Mike, Monmouth

“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:


The support received from our in-house Action Team as well as being able to easily communicate with other advisers


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


The freedom to run your own business and be independent rather than restricted


Having a strong brand which is proactively marketed to generate more leads


There are fantastic back office systems and access to True Potential’s systems too

The values of the company and their desire for growth were a big attraction. It was important I remained independent and the weekly pay run is brilliant

- Andy, IFA in Worcestershire

Truly are small enough to care, but big enough to have a voice and I really feel like part of a team here

- Darren, IFA in Abercynon

There is fantastic support available with the compliance and marketing team. The adviser workshops are great to get together with everyone and share ideas

- Neill, IFA in Glasgow

Contact details

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

Sign up for more info


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

The information provided on this website is intended for UK residents only.

The material on the site is the copyright material of Truly Independent Ltd. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Truly Independent Ltd Service’s content in any way except for your own personal, non-commercial use. Truly Independent Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Truly Independent Ltd Service’s content requires the prior written permission of Truly Independent Ltd .