My reasons for selecting Truly Independent Ltd is the following:
The foundation of the services that Truly Independent provides is built on developing a long-term relationship that over time provides the appropriate adjustments required to their clients financial planning strategy as events inevitably change.
Their approach is simple, they aim to create strategies and structures that enable their clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Truly Independent has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
Private Client Advice
Pension planning (including income drawdown)
Mortgages including Remortgage, Buy to Let and Let to Buy
Tax planning strategies
Life and health insurance
School fees planning
Truly Independent understands that protecting a client's wealth from inheritance tax requires tailored, careful planning and offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect their clients estates.
Truly Independent are actively looking to recruit advisers and if this is of interest to you ring me direct on 07970 900951 for an informal chat.
I have 32 years experience in this profession with much of that time spent in business consultancy, management and recruitment of advisers along with advising clients in all areas of financial planning and mortgages.
As of 31 December 2012 I ceased advising to concentrate my efforts within the business consultancy aspects of my role at Truly Independent Ltd, an Independent Financial Adviser company based here in the North West, as and introducer, introducing clients to the company for a local adviser to contact.
I introduce to Truly Independent because they treat all clients with equal standing and do not segregate clients purely on their profitability to the firm. Truly Independent are prepared for the new regulation coming into operation as of 01 January 2013, whereby all dealing with Independent Financial Advisers will be on a fee based basis only.
I believe being independent is a moral obligation advisers have to their clients' to provide the best possible service and to providing whole of the market research and products. To do anything less is not offering the best.
I am interested in advisers who are looking to join in with a progressive company and also those who are dissatisfied with where they are and just looking for a new home, for somewhere to inject a new emphasis into their career. If that is you please feel free to contact me
I am also very keen to formulate connections with Solicitors and Accountants and to bring in additional areas of service to these professionals for their clients' benefit and to also provide advisers to service the financial needs of their clients'.
Truly Indepenent Ltd
Business Consultant6 - 20 Employees 2011 - Current
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