A concerning trend among UK workers in workplace pensions and long-term saving has been highlighted in recent research. Six in ten employees feel they are not saving enough for retirement, with a third experiencing anxiety when assessing the amount they have saved, the data shows. Looking to achieve a financially secure and fulfilling retirement? Contact us today for tailored advice on pension savings and retirement planning. We’ll guide you through your options and ensure a financially secure and fulfilling retirement. #Trulyindependent #workplacepension #retirementplanning #freeconsultation
About us
If you are looking for a new role as an independent financial adviser, Truly Independent could have the IFA career you are looking for. We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers 2024. We have big brand values, IFA support and a unique payment structure to ensure we are happy financial advisers. Authorised in 2010, we have steadily recruited year on year and are on target to become a UK leading financial advice company. Book a Discovery Session and take the first step towards becoming a happy financial adviser.
- Website
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https://happyfinancialadvisers.co.uk/
External link for Truly Independent Ltd
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- UK Wide
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Pensions, Investments, Protection, Mortgages, and Financial Services
Locations
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Primary
UK Wide, CA3 0LJ, GB
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Atlantic House
Parkhouse
Carlisle, Cumbria CA3 0LJ, GB
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93 George Street
Edinburgh, Scotland EH2 3ES, GB
Employees at Truly Independent Ltd
Updates
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🎉✨ Happy New Year from Everyone at Truly Independent! ✨🎉 As the clock strikes midnight, we want to take a moment to thank all of our advisers, clients, and staff for an incredible year. Your hard work, trust, and support inspire us every day. Here’s to another year of success, growth, and making a positive difference in the lives of those we serve. Wishing you health, happiness, and prosperity in 2025! 🥂🌟 #HappyNewYear #TrulyIndependent #2025Goals
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As the festive season approaches, we’d like to take this opportunity to thank you for your continued trust and support throughout the year. Christmas is a time for celebration, reflection, and looking ahead to new possibilities. While you enjoy the festivities, it’s also the perfect time to consider your financial well-being as you prepare for the year ahead. Whether you’re planning for retirement, investing for future goals, or simply ensuring your financial security, now is a great time to review your financial plans. Schedule your free consultation and take the first step toward a financially secure future. #TrulyIndependent #Financialadvice #Happychristmas #IFA
Wishing You a Merry Christmas and a Prosperous New Year! - Truly Independent Financial Advisers
https://trulyifa.co.uk
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Embarking on your retirement journey is a significant milestone filled with possibilities and new beginnings. However, being aware of potential pitfalls that could undermine your financial security is essential. One of the most prevalent issues is failing to protect against inflation. Known as the ‘silent thief’, inflation can gradually erode your savings and income purchasing power. How will you secure your envisioned future? Contact us for expert advice tailored to your unique goals and achieve the peace of mind and financial stability you need for retirement. Let us help you secure your envisioned future, turning your retirement aspirations into reality. Discuss how we can support your retirement journey with personalised, professional advice. We look forward to hearing from you. #RetirementPlanning #FinancialSecurity #WealthManagement #InflationProtection #LongTermPlanning #InvestmentStrategy #FinancialFreedom #TrulyIndependent #RetirementGoals #PlanForTheFuture #ExpertAdvice #SecureYourFuture #FinancialWellness #LifeAfterWork #PersonalFinance
Combating Inflation, the "Silent Thief" - Truly Independent Financial Advisers
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🌐 Boost Your Online Presence with your own Adviser Website! At Truly Independent, self-employed IFAs can enhance their visibility with a personalised website built for success. 🔹 Custom IFA Web Address: Make your site easy to find with a leading IFA domain. 🔹 Responsive Design: Enjoy seamless navigation on all devices. 🔹 Branded Content: Showcase Truly branded magazines and regularly updated news. 🔹 Your Contact Info & Location: Stay accessible to clients. 🔹 Personal Bio: Highlight your specialties and share your professional story. 🔹 Comprehensive Services Menu: Offer tools like financial calculators and detailed service descriptions. 🔹 SEO-Optimised: Each website includes multiple SEO search terms to help you rank higher on search engines and attract more potential clients. Take your online presence to the next level. Book a Discovery Session today to learn how you can get access to your own IFA website at Truly Independent! 💻 https://lnkd.in/dNAP9uv #FinancialAdvisers #IFAWebsite #TrulyIndependent #OnlineVisibility #FinancialServicesMarketing
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In a recent article for Professional Adviser, our CEO Andrew Goodwin reflects on the journey since publishing The Happy Financial Adviser in 2017. Despite the ever-changing landscape of financial advice, his core message remains clear: connectivity is the key to happiness. To celebrate seven years of The Happy Financial Adviser, we’re giving away 7 FREE copies of the book! 🎉 📌 Are you a financial adviser? Register for a Discovery Session to qualify: 👉 Claim Your Free Copy Here: https://lnkd.in/eVxuAu8G #FinancialAdvisers #TheHappyFinancialAdviser #AdviceGap #Technology #HumanConnection #DiscoverySession #FinancialSuccess #TrulyIndependent
Andrew Goodwin: Human connection is central to both personal and career success. Andrew Goodwin reflects on the seven years since his first advice-focused book was published and says the more things change, the more they stay the same... Check out Andrew Goodwin's latest article 👇 https://incm.pub/4iJSBSf #financialadviser #investment #investmentmanagement #finance
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As we approach the close of 2024, we’re celebrating what has been a truly record-breaking year! From hosting an unprecedented number of Discovery Sessions to experiencing a remarkable surge in client inquiries and website traffic, our marketing efforts have elevated us to new heights of success. Click below to read the full article #Trulyindependent #2024 #Growth #Financialadvice
Breaking Records: A Remarkable 2024 at Truly Independent
https://happyfinancialadvisers.co.uk
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We’re excited to share this insightful blog from Katie Brinsden, Managing Director at Truly Independent Ltd, featured in IFA Magazine. In the article, Katie discusses the evolving landscape of advice business consolidation and provides practical tips for firms planning their business succession strategies. At Truly Independent, we’ve developed the unique PREPARE Framework as part of our 4X4 Succession Strategy, helping advisers retire with confidence and secure long-term value for their businesses. 📖 Read the full article here: https://lnkd.in/eqve6us2 🌐 Learn more about our PREPARE Framework: https://lnkd.in/dSyD9tK #BusinessSuccession #FinancialAdvisers #TrulyIndependent #IFAInsights #SuccessionPlanning #AdviceBusiness #ConsolidationStrategy #PREPAREFramework
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent Ltd, shares her thinking with us about how consolidation of advice businesses is set for change. She also offers sound practical tips for any advice business planning their business succession strategy right now.
Adviser insight: Truly Independent’s Katie Brinsden tells us why smoothing the road to consolidation is on advisers’ minds for 2025
https://ifamagazine.com
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At Truly Independent we are strong believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for our clients. We chose the brand name deliberately because we recognised that the value of independence would increase as many advisers move towards the easier non-independent restricted model. Given that many firms are switching to the easier restricted models, joining us is a way to remain independent. Everyone associates independence with whole of market but independence of ownership, of control, of funding and of other influences is sometimes lost. That is why we are branded as being Truly Independent. Is you status as an Independent Financial Adviser under threat? Visit our website to discover the benefits of joining Truly Independent #Trulyindependent #IFA #DiscoverySession
Remain Independent
https://happyfinancialadvisers.co.uk