As part of our service we have a unique charging structure for all our advisers that is fair and includes a distinct recurring income ‘extra bonus’ feature too. The more you earn, the less percentage you pay. Advisers are all self employed and paid between 70 – 95% of their gross income dependent upon their production level. This remuneration model encourages advisers to look after existing clients and fulfil their client support agreement pledges; this is our Value Proposition.

We also greatly subsidise on both stationery costs and other optional costs (such as additional software tools and marketing packages).

Our ‘Contract for Services’ offers you more including:

The ability to work from anywhere

A long term future in a strong client focused company

Affinity Induction programme, training and mentoring support

Action Team helpdesk support

Adviser CPD Affinity meetings and social events

24 hour PA answering service linked to your email

Professional connections

Marketing for lead generation

Yammer Intranet – secure business and social networking for Truly staff

An established single entry IT system with unlimited development capability

Access to an integrated platform with discretionary portfolios

Client focused website

Post scanned to email

Optional added value support

Pay and Charges

  • No fees
  • Pay reconciliation and bi-weekly pay run
  • Base retention rate
  • Production bonus payments for higher levels of business
  • Value bonus for on-going compliant recurring income

Branding

  • Trademark brand
  • Quality branded stationery – full starter pack
  • Added value resource marketing packages

Compliance

  • Compliance protection and support
  • Directly regulated by FCA included
  • PII protection included and no need for run-off cover in retirement
  • Case checking and constructive case feedback

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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