Are you contemplating making the transition of becoming an independent financial adviser, but worried about taking the next step? One thing all Truly IFAs have in common is that once they have joined, their biggest regret is that they didn’t make the move sooner.

Here is what our advisers say

“I was impressed with what I heard in my initial conversation with Truly, but due to my personal circumstances felt the time to move wasn’t right. I felt it would be a huge endeavour to move my clients across, but I later discovered this was not the case. I got back in touch with Truly and after positive discussions with a couple of ex-colleagues who had already made the move I decided to join. If I had known how smooth the transition process would be I would have joined much sooner.”

Jane Williams

“When I first spoke to Truly I was immediately comforted by the fact they seemed to be an honest and straightforward company and did not gloss over things that might not have been quite how I would like them to be. The main reason I did not make the move sooner was centered around my concerns over the process of moving clients across. However, the action team were a tremendous support during this time and the process of transferring over my clients was very quick.”

Peter Gibbins

“The support and help I’ve had since joining from all parts of the business has been excellent.”

“Nothing has been too much trouble, from help setting up agencies & chasing up transfers.”

“For a large company, there still seems to be a family feel which is something I love.”

Come join us. The support, systems and help are great and there was no over promise and under delivery of what I was told to expect.

Speak to other Truly advisers. I found all the feedback was positive. Once you have the facts, don’t delay, you won’t be sorry.

I can honestly say it has been transformational for me. Not just financially, but the overall quality of life as well.

Contact details

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

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