We realise the importance of marketing; not only for our brand, but for our financial advisers as well. Customers expect companies to be visible online and we want to make sure our brand, and our advisers are as easy to find as possible. We have a range of financial adviser marketing solutions; some of which are included in our generic marketing activities and some which fall into our added value resource packages. You can download our Marketing Brochure here

Truly IFA Website

Our client facing website is full of engaging and interactive content about our products and services. It features financial calculators, a regularly updated news section and our ‘search for an adviser’ tool.

We are also active on a variety of other digital marketing channels such as:

Social Media

Email Marketing

Search Engine Marketing

Added Value Resource

We want to offer our advisers even more and as part of our Added Value Resource we have several personalised marketing packages available to suit you. Our in-house marketing team can help take your business to the next level.

Your Own Personalised Website

As an additional option individual IFAs can have a sub-website of the main Trulyifa branded website featuring:

  • Leading IFA name web address
  • Mobile friendly
  • Truly branded magazines and regularly updated news section
  • Your contact information and location
  • Your own personal bio, including specialties and photograph
  • Website menu with services, calculators and more

Your Own Personalised Video

We can create your very own video to:

  • Promote you and the services you provide
  • Promote your specialties and experience
  • Include your contact information
  • You can share this with clients

We can supply you with printed copies of our TIPS magazine

We can set up and manage your Google AdWords account

We are able to send and create targeted SMS campaigns

Digital Marketing Packages

Professional

Create your own personalised website

Business

Create your own personalised website

Create a personalised video

Provide printed TIPS magazines

Regularly refresh website content

Provide discount on stationery orders

Enterprise

Create your own personalised website

Create a personalised video

Provide printed TIPS magazines

Regularly refresh website content

Provide discount on stationery orders

Set up and manage your Google AdWords account

Send targeted SMS campaigns

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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