At Truly Independent, our mission is to provide unparalleled support to both our advisers and clients. In line with this commitment, we are excited to welcome another exceptional professional to our Truly Private Clients team.
Meet James Calnan
Based in Cardiff, James Calnan joins us as a Truly Private Clients Adviser, bringing over 20 years of experience in the financial services industry. Throughout his career, James has guided clients with expert advice across investments, pensions, tax planning, and more.
“I’m thrilled to be joining Truly Independent,” James says. “The company’s focus on personalised advice and strong client relationships resonates deeply with my own approach to financial planning. I’m looking forward to making a difference in clients’ financial journeys and supporting them in achieving their goals.”
Enhancing Our Expertise
James’ appointment reflects our commitment to strengthening our team with skilled professionals who share our dedication to exceptional financial advice. His experience and client-first mindset will be invaluable in ensuring every client continues to receive the personalised, high-quality support they deserve.
A Growing Family of Advisers
At Truly Independent, we believe that our team is the foundation of our success. As we continue to grow, we remain steadfast in our mission to foster a supportive and innovative environment for our advisers.
If you’re a financial adviser seeking a company that truly supports your ambitions, we’d love to hear from you. Book a discovery session today to find out how Truly Independent can help you achieve a more rewarding and balanced professional life.
