As we bid farewell to two exceptional Truly Independent advisers, David Bartholomew and David Harvey, we reflect on their invaluable contributions, unwavering dedication, and their profound impact on our company and the clients they served.

For over a decade, David Bartholomew has been an outstanding Truly Independent Financial Adviser, bringing a wealth of experience, insight, and unwavering commitment to his clients. His journey with us has been marked by professionalism, integrity, and a genuine passion for helping others achieve their financial goals. As he embarks on this new chapter of his life, we extend our gratitude for his years of service and wish him endless joy and fulfilment in retirement.

David Harvey’s tenure with Truly Independent may have been shorter, but his impact has been extraordinary. Since joining us in 2019, David has brought fresh perspectives, innovative solutions, and boundless enthusiasm. His dedication to excellence and unwavering commitment to client success has left an unquestionable impact on the lives of his clients. As David embarks on his retirement journey, we extend our heartfelt appreciation for his contributions and wish him all the best in his next chapter.

Continuity and Care Through Succession Planning

In line with Truly Independent’s commitment to seamless transitions and client care, we are pleased to announce that David Bartholomew and David Harvey have utilised our succession plan. Their businesses have been acquired by Truly Independent, ensuring that their clients will continue to receive the highest level of service and expertise. This plan is available to all advisers who join Truly Independent. More information on this can be found here.

Moving forward, David Bartholomew’s clients will be looked after by Truly Private Clients adviser Hayley Gibson, while David Harvey’s clients will be in the capable hands of Truly Private Clients adviser Tom Morris. With Hayley and Tom at the helm, clients can rest assured that their financial needs will be met with the same professionalism, dedication, and personalised care they have come to expect.

A New Chapter Begins

As David Bartholomew and David Harvey transition into retirement, we celebrate their remarkable careers and their lasting impact at Truly Independent and the clients they served. We extend our warmest wishes for a future filled with joy and happiness.

Please join us in expressing our deepest gratitude to David Bartholomew and David Harvey as they embark on their new adventures.