Our Decision Pathway lays out the recommended steps to take when considering joining Truly Independent. We have so many things available to help you become a happier, more successful financial adviser, this guide will help you make a decision, and ensure you have covered everything.

AWARENESS

After noticing Truly Independent, take the time to make yourself aware of who we are and what we can offer you.

Visit our client facing TrulyIFA website

Explore our Happy Financial Adviser website

Discover our social media channels

INSPIRATION

Familiarise yourself with us a little more and see why joining could be the right move for you. You’ll have learned from our websites the benefits we can offer; from services to support, to the systems and marketing we have in place.

Read our client facing documents

See our current IFA testimonials

Watch our videos

CONSIDERATION

As your interest in becoming a part of our team continues to grow, now is the time to get a better understanding of your business, your lifestyle and what your options may be to improve these.

Read the Amazon #1 Bestseller; ‘The Happy Financial Adviser’

The Happy Financial Adviser

Take 10 minutes to complete the ‘Happy Financial Adviser Scorecard’

Discover your potential earnings using our Retention Rate Calculator

DISCOVER

How can we help you to become a happier, more successful financial adviser? This stage is your opportunity to take action and meet with us face-to-face where we can delve deeper into your situation and discuss solutions.

Attend a Discussion & Discovery Session

Visit Head Office

Meet the Action Team

APPLICATION

Applying to join us a simple process

Head to our Happy Financial Adviser website to fill in our online application form

Check out our Succession Planning brochure and plan your future

Read our Marketing brochure and discover how we can build your brand

INDUCTION

Congratulations, you’ve joined! We’ll help to ensure your transition to Truly goes as smoothly as possible and will be with you every step of the way.

You’ll be invited to attend our induction course

We’ll assign you a nearby mentor to assist you

Our Action Team are available to help

HAPPY

You can now become a happier, more successful financial adviser

Get in touch

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

Happy Financial Advisers is a marketing style of Truly Independent Ltd TM who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

The information provided on this website is intended for UK residents only.

The material on the site is the copyright material of Truly Independent Ltd™ . You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Truly Independent Ltd™ Service’s content in any way except for your own personal, non-commercial use. Truly Independent Ltd™ does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Truly Independent Ltd™ Service’s content requires the prior written permission of Truly Independent Ltd™ .

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