We provide financial adviser support and the mentoring facility is an indication of the focus we place on this and has been very welcomed by all new joiners during their transitional stage.

We provide all new advisers with local ‘mentoring’ support. From our vast experience, we know that ‘in the field’ support is crucial to the long term success of any multi-adviser firm. Our mentoring approach includes:

An adviser’s induction needs are tailored specifically to them

Mentoring from existing Truly IFA’s who have already achieved the company’s minimum standards of advice, competence and training

After your initial induction course, your mentor will follow up to ensure you are settled back into your home work station

The Action Team

This is a team specifically set up to take new advisers from their induction course straight through to being signed off as a Truly Competent Adviser and beyond. The team head up functions such as:

Training and supervision

Case checking and pre-approvals

Mentoring and advice

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

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