Happy Financial Advisers seek out new challenges and set personal targets that reinforce their own happiness; leading to happier clients and more success.

Based on the science behind the three happy determinants, we have identified a business methodology that will provide you with the opportunity to:

Earn More Money

Have More Time

Experience Less Stress

If you are employed as a financial adviser, are already self-employed maybe within a network, or perhaps a director of a small Directly Authorised firm and facing an uncertain future and unhappy…. then register for a Discovery Session.

In these sessions we will delve deeper into your current situation, discuss your ambitions and identify the barriers that are preventing you from being happier and more successful by asking:

Where you are now

Where you want to be

What is in your way

We can measure your level of happiness in life and work, and in turn, these sessions help you (and us) to see how making a move to Truly Independent will provide the opportunity for you to be much happier in what you do. Thus allowing you to become a happier financial adviser; evidence shows if you are happier in your work, you will be more successful.

“If you think joining Truly Independent is about doing the same thing you’ve always done, but for a better deal, then you have missed the point. We are about connecting with more people, having the freedom to be yourself and making a positive difference in the lives of others. Accept change, overcome barriers and obstacles through efficiencies, choose opportunity and make time to be more effective, happier and successful in life”.

Andrew Goodwin, author of The Happy Financial Adviser and co-founder of Truly Independent

Truly Independent promote ‘Corporate and Social Responsibility’ and as such actively raise funds for charitable causes. While there is no charge for attending a Discovery Session, you will be encouraged to make a small donation to our registered charity.

Your happiness leads to your success

What happens next?

  • We’ll introduce you to Truly Independent
  • We’ll find out a little bit more about you
  • We’ll book you into a suitable Discovery Session

Book Your Discovery Session

Book a Discovery Session
Sending

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™ .

Newsletter

Newsletter

Keeping you in the loop, our newsletter will keep you up to date with current affairs in the IFA world.

Sending