Happiness is at the core of everything we do and our advisers are more productive as a result. We empower our advisers to make more money, have more time and do so with less stress. Our formula for that outcome is the cornerstone of our business model; being happier in business is essential. It is a science and incorporated within our Systems, Service and Support propositions. Find out what our advisers say about working at Truly

“Being Independent made Truly a big attraction. I also liked their ‘pay as you go’ retention which seemed very fair and was preferable to a monthly fee. With the added support from the Action Team and the freedom to manage my own business it was a perfect solution.

I enjoy being part of a team here and the back office systems like True Potential software make it ideal for running my own business.”

Stephen White, IFA in Sutton Coldfield

“When looking at Truly Independent the financial benefits and freedom to run my own business were a big attraction. After visiting head office I liked the ethos of the company and their goals for the future.

The support systems in place are perfect for my needs. I’m left to get on with my job, yet the Action Team and colleagues are there to help when it’s needed. Truly have been the perfect solution to maximise my income without creating extra work.”

Lynne Bennett, IFA in Yorkshire.

Lynne Bennett

“It was important that I got to remain independent. There is a user friendly back office system, a better fee split and an excellent support team here too.”

Alex Douglas, IFA in Fife

“I really like the back office systems and having access to True Potential’s. It’s great to be part of a team and have very good back office support.”

Clive Quinn, IFA in Kent

“I wanted to stay independent and not be restricted. Being a smaller firm, it made me feel part of a team and the compliance help when needed is great.”

Gary Decker, IFA in Nuneaton

I can honestly say it has been transformational, not just financially, but the quality of life as well

- Andy Stocker, IFA in Hull

Through the excellent support team, I have all the administration, regulatory, compliance and marketing assistance I need, allowing me to focus on helping clients and developing my business

- David Illingworth, IFA in Glasgow

I like the branding, the promotion of independence and support I can get if needed. The overall package is very good and it's somewhere I've been able to become a happier financial adviser

- Mike Finch, Monmouth

“Moving my clients was seamless and I really liked the brand and client facing website. The Affinity meetings and training sessions are really useful too.”

David Marchant, IFA in Glasgow

“It was great that Truly used the True Potential system and I am able to offer independent advice. The fee splits are good and I like being able to phone up and ask for guidance if needed.”

John Shapland, IFA in Norwich

“I had a really good feeling about the firm after my Discovery Session and it felt like joining a family. They are forward thinking and there is a very fair payment structure.”

Maxine Scott, IFA in Dumfries

We thrive on ensuring our advisers are happy and successful in what they do, as this makes for a better experience for them and their clients as well. What our advisers like most about being part of Truly Independent include:


The support received from our in-house Action Team as well as being able to easily communicate with other advisers


Having a bi-weekly pay run and the opportunity for greater earning

Company Ethos

Being part of a team that remains small enough to care, but has strong growth plans


The freedom to run your own business and be independent rather than restricted


Having a strong brand which is proactively marketed to generate more leads


There are fantastic back office systems and access to True Potential’s systems too

The values of the company and their desire for growth were a big attraction. It was important I remained independent and the weekly pay run is brilliant

- Andy Johnson, IFA in Worcestershire

Truly are small enough to care, but big enough to have a voice and I really feel like part of a team here

- Darren Hopkins, IFA in Abercynon

There is fantastic support available with the compliance and marketing team. The adviser workshops are great to get together with everyone and share ideas

- Neill Anderson, IFA in Glasgow

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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