Welcoming Peter Engledow to Truly Independent

We are thrilled to announce the latest Financial Adviser to join us at Truly Independent, Peter Engledow. Based in Milton Keynes, Buckinghamshire, Peter brings with him a wealth of expertise and a steadfast commitment to providing personalised, independent financial advice.

As an Independent Financial Adviser, Peter is dedicated to helping individuals achieve their financial goals. With a focus on pensions, investments, and protection, he possesses the expertise needed to navigate the complexities of these areas and provide tailored solutions that align with his clients unique circumstances.

At Truly Independent, we believe in fostering an environment where advisers can thrive, grow, and make a real difference in the lives of their clients. Peter’s joining underscores our commitment to this vision, and we invite financial advisers who share our passion for independence and excellence to consider joining our company.

Why Truly Independent?
  1. Independence: As Peter emphasises, being independent allows him to search the entire market for the best solutions for his clients. At Truly Independent, we cherish this autonomy, empowering advisers to act in the best interests of their clients without being tied to any specific products or providers.
  2. 85% Retention Rate: We understand that when it comes to running your own financial advice business, it’s important to have a steady income. That’s why we strive to make sure our advisers not only have the best retention rate possible, but also the most reliable and consistent income. We are committed to helping you build a successful business and reach your financial goals. With this in mind, we now offer a minimum retention rate of 85% to new advisers that join us in their first year while maintaining the capability to retain up to 95%. (must meet minimum joining requirements)
  3. Truly Succession Plan: 4×4 succession is a unique buy-out retirement contract available to all our advisers, existing and new. It is the final piece of a comprehensive adviser support proposition to ensure your journey with us and into retirement, is truly easy.
  4. Marketing Support: We realise the importance of marketing; not only for our brand, but for our financial advisers as well. Customers expect companies to be visible online and we want to make sure our brand, and our advisers are as easy to find as possible.
  5. Support: We offer support through both mentoring and our in-house Action Team. The mentoring facility indicates the focus we place on this and has been welcomed by all new joiners during their transitional stage.

In conclusion, we are delighted to welcome Peter Engledow to Truly Independent, and we invite financial advisers who share our values and aspirations to consider joining us on this exciting journey. Together, let’s redefine what it means to provide truly independent financial advice and make a positive impact in the lives of our clients.

Book a Discovery

If you’re ready to explore the possibilities of joining Truly Independent, we encourage you to reach out and start a conversation today. Your next great opportunity awaits!

 

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