In an industry where retirement plans often come with bold promises but little follow-through, Truly Independent stands out. Many advisers have faced disappointment when other firms’ enticing retirement plans fail to deliver. Such “false promises” can devastate a retirement plan, leaving advisers without the security they need after years of dedication to their clients. At Truly Independent, we take a different approach—one rooted in transparency, commitment, and real results. Our 4×4 Succession Plan is not just a promise; it’s a contractual commitment that safeguards your future and ensures a seamless transition for your clients.

A Retirement Plan You Can Trust from Day One

Unlike competitors who offer enticing but vague retirement plans, Truly Independent provides a fully transparent buyout contract upon joining. This document guarantees that our succession plan is more than just words. From the moment you join us, you’ll have a detailed understanding of what your retirement plan entails:

• It Exists: The buyout contract serves as your assurance that our succession plan is concrete, reliable, and legally binding, providing a clear path for your retirement.
• It States the Value and Payment Plan: Your contract specifies the value of the buyout, offering up to 4x your annual renewal income, along with a clearly defined payment structure to give you peace of mind.*

*Actual agreed purchase value may vary subject to terms and certain conditions.

• It Sets Out Expectations: We outline what’s expected from you as an adviser to ensure the smoothest possible transition when you’re ready to retire, so there’s no ambiguity, only a clear roadmap.

Truly Private Clients: Supporting Your Clients, Preserving Your Legacy

Truly Private Clients was created exclusively to support retiring advisers and their clients, providing continuity of care from vetted, high-caliber advisers. This service ensures that your clients receive the dedicated attention and high-quality advice they’ve come to expect, all within the Truly Independent family. When you choose our 4×4 Succession Plan, you know your clients are in the best hands—continuing their journey with an adviser who shares your values and commitment to excellence.

As one of our advisers shared:

“I wanted a smooth transition for my clients and a hassle-free exit for myself, at a fair price. Knowing that my clients will be cared for by Truly Private Clients has made all the difference. I have every confidence they will stay with Truly Independent.”

Proven Success of Truly Independent’s 4×4 Succession Plan

Our 4×4 Succession Plan isn’t just a concept; it’s a tried-and-tested approach that has empowered numerous advisers to retire with confidence, knowing their clients are in capable hands. Based on real data, here’s how our succession plan stands out in providing a compelling and practical solution for advisers nearing retirement:

• Number of Plans Offered: Since launching the 4×4 Succession Plan, we have offered 15 buyouts to retiring advisers, a testament to the program’s popularity and the trust placed in Truly Independent.
• Plans Successfully Completed: Of those offered, 15 buyouts have been completed, ensuring that retiring advisers transition smoothly while securing their financial futures.
• Typical Buyout Values: The average payout for advisers taking part in our succession plan has been around £285,000, with some achieving up to 4 times their annual renewal income—making the plan a lucrative choice for retiring advisers.
• Client Continuity and Satisfaction: Over 2350 clients have been seamlessly transitioned through Truly Private Clients, receiving dedicated support and advice, ensuring that client satisfaction remains high.

These numbers highlight the tangible benefits and successful track record of the Truly Independent 4×4 Succession Plan. Designed to provide a fair, straightforward exit strategy with full transparency, it’s an attractive choice for advisers seeking to retire with confidence, secure in the knowledge that both their legacy and clients are well looked after.

Ready to Learn More?

Discover how Truly Independent’s 4×4 Succession Plan can transform your retirement and safeguard your legacy. Schedule a Discovery Session with us today and take the first step toward a retirement plan that lives up to its promises. Click here to book your Discovery Session now.