We’re excited that you’re considering making the move to Truly Independent. To help you take the next step, simply fill out the form below to book your Discovery Session. During this session, we’ll walk you through the benefits of joining Truly Independent, including our exclusive Pick Your Own Payment Rate offer, the dedicated support we provide, and how we can help you achieve your career goals. As a thank you for exploring your options with us, you’ll also receive our Truly Welcome Pack, packed with valuable resources to get you started. We look forward to connecting with you!
Welcome Pack – Terms & Conditions
To claim the welcome pack you must be a financial adviser currently registered with the FCA and able to provide your FCA number upon request. You must also meet the minimum requirements to join Truly Independent, including holding Competent Adviser Status and a Financial Planning Level 4 Qualification. This offer is available only to advisers who are genuinely interested in joining Truly Independent and who book and complete a Discovery Session. Limited to one pack per adviser, while stocks last. UK shipping only (excluding Northern Ireland). First-come, first-served basis.
Pick Your Own Rate – Terms & Conditions
This promotion allows participants to choose their pay rate between 70% and 90%. To qualify for your chosen rate, you must be able to prove earnings over the last 12 months match the result of our pay rate calculator output to demonstrate you can achieve the minimum £18,000 payable to Truly at the rate you have chosen.
If your turnover results in a payment to Truly of less than £18,000, the outstanding balance will incur an additional 5% fee. Truly reserves the right to review your payment rate throughout the year. If it is determined that you are unlikely to achieve the £18,000 minimum at the rate you have picked, we may adjust your payment rate accordingly.
This promotion is available to selected participants only and may be subject to additional verification. Truly reserves the right to amend or withdraw this offer at any time without prior notice. By participating in this promotion, you agree to these terms and conditions.