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About us

We offer Independent advice to help you achieve your financial goals.

Book a meeting with your local Truly IFA

We are Truly Independent

Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers who provide impartial, comprehensive advice, either through face-to-face meetings or video calls.

We are firm believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for our clients. We work in partnership with our clients to meet financial aspirations and recognize the importance of providing long-term on-going assistance and guidance.

Technology is transforming the way financial advice is being delivered, and this is bringing a range of benefits for both clients and advisers. Truly Independent is committed to using advanced technology that helps us provide low-cost support that clients need to take control of their finances.

Truly

“With sincerity; without pretence; in accordance with truth or fact or reality.”

Independent

“Free from external control and consistraint: not controlled or influenced by a party or interested group.”

Our key USPs are:

We are able to give truly independent advice and have the freedom to use our expertise and innovative thinking to research the whole market for the best financial solutions.

We are committed to providing accessible, affordable advice that is individually tailored to our client’s requirements.

We are dedicated to building lasting and meaningful relationships with our clients.

Why Independent Advice?

Independent financial advisers provide unbiased advice that is tailored to an individual’s unique financial circumstances and goals. Truly advisers are not tied to any particular financial products or companies and are free to search the entire market to find the best financial solutions for their clients. They have access to the latest products, services and technologies to ensure that clients make informed decisions and maximize their investments.

In contrast, restricted financial advice is limited to a specific range of products and services. This means that clients may not be offered the most suitable product for their needs and may be unaware of the full range of solutions available. Restricted advisers are also likely to be biased towards the products they are offering, making it difficult for clients to make an informed decision.

More Information

Our approach

How we are paid

Company history

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Chartered financial planners

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Find your local Truly Independent financial adviser

Brian McNair

Bearsden

Pension Investment Protection, Retirement Planning

Neill Anderson

Clydebank, Glasgow

Equity Release, Pension Investment Protection Mortgages

Paul Turner

Wyevale, Hereford

Long Term Care, Pension Investment Protection

Tracey Davies

Cardiff

Pension Investment Protection Mortgages

Wendy Brown

Doncaster

Investments, Pensions, Protection

Andy Stocker

Beverley

Investment, Pension, Protection

Comran Taher

Hull, East Yorkshire

Investment, Pensions, Protection

David Dean

Reading, Berkshire

Pension Investment Protection

Mark Robertson IFA Glasgow
Mark Robertson

Glasgow

Equity Release, Investments, Mortgages, Pensions, Protection

Mark G. Ainsley

Storrington, West Sussex

Equity Release, Long Term Care, Pension Investment Protection Mortgages

Darren Hopkins

Abercynon, RCT

Pension Investment Protection

Martyn Clemie

Dumfries

Pension Investment Protection Mortgages

Alex Douglas

Dunfermline, Fife

Investment, Protection, Retirement Planning

Mark Cooper
Mark Cooper

Purley, Surrey

Pension Investment Protection

James Larton

Lancaster, Lancashire

Pension Investment, Retirement Planning

Paul Mabbett

Sutton Coldfield, West Midlands

Pension Investment Protection

IFA Bristol
Adrian Harding

Bristol

Investment, Pensions, Protection

Alistair Woodman

Carlisle

IHT Planning, Pension Investment Protection

financial adviser cheshire
Paul Hughes

Wilmslowe, Cheshire

Investments, Pensions, Protection

Simon Haydock
Simon Haydock

Cardiff

Equity Release, Investment, Long Term Care, Pension, Tax Planning

Andrew Brown

Trowbridge

Pension Investment Protection, Retirement Planning

Ian Watters

Carlisle

Mortgage Advice, Protection

Alan Murphy

Kilwinning, Ayrshire

Pension Investment Protection Mortgages

Miles Finch
Miles Finch

Bristol

Investment, Pension, Protection, Retirement Planning

Emily Davies

Abercynon

Pension Investment Protection

Image of financial adviser, Karl Vidak
Karl Vidak

Stirling

Investments, Pensions, Protection

Guy Jenkins

Hereford

Equity Release, IHT Planning, Pension Investment Protection

Kim Pocock

Bishop's Stortford, Hertfordshire

Investments, Pensions, Protection

Gordon Lowrie

Cumbernauld

IHT Planning, Pension Investment Protection

David Young

Falkirk

IHT Planning, Investments, Pensions, Protection, Retirement Planning

Neil Aspinall

Inverurie

Investments, Pensions, Protection

Ewa Brzeska

Carlisle

Mortgage Advice, Protection

Dave Brown

Warminster

Investment, Mortgages, Pension, Protection

Matthew Fitt
Matthew Fitt

Exeter, Devon

Investment, Mortgages, Pension, Protection

Tony Millward
Tony Millward

Guildford

Investment, Pension

Mohammed Ilyas
Mohammed Ilyas

Sutton Coldfield, West Midlands

Investment, Mortgages, Pension, Protection

Craig Robinson
Craig Robinson

Reading

Equity Release, Investments, Mortgages, Pensions, Protection

Chris Irwin
Chris Irwin

Whitehaven

Truly Private Client Adviser

Jon Ellis

Weymouth, Dorset

Investment, Pension, Protection, Retirement Planning

Luke Moloney

Birmingham, West Midlands

Investments, Pensions, Protection

Rohid Ladva
Rohid Ladva

Bolton, Greater Manchester

Truly Private Client Adviser

Neil Davis

Workington, Cumbria

Investments, Pensions, Protection

Paul Sands
Paul Sands

St Albans

Equity Release, Investment, Mortgages, Protection, Retirement Planning

Gina Rogers
Gina Rogers

Ware, Hertfordshire

Equity Release, Investments, Mortgages, Pensions, Protection

Matthew Rodgers
Matthew Rogers

Ware, Hertfordshire

Equity Release, IHT Planning, Investments, Mortgages, Protection

financial adviser milton keynes
Samantha Hughes-Dowdle

Milton Keynes

Investments, Pensions, Protection, Retirement Planning

Peter Engledow

Milton Keynes, Buckinghamshire

Investments, Pensions, Protection

Andrew Thomas

Swansea

Accumalation Planning, IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning

Jamie Thomson
Jamie Thomson

Paisley

Truly Private Client Adviser

Tom Morris
Tom Morris

Neath

Truly Private Client Adviser

Neil Miller

Falkirk

IHT Planning, Investments, Pensions, Protection, Retirement Planning

Matthew Stokes
Matthew Stokes

Livingston

Truly Private Client Adviser

Nabil Kazi
Nabil Kazi

Worcester

IHT Planning, Investments, Mortgages, Pensions, Protection, Tax Planning

Hayley Gibson
Hayley Gibson

Carlisle

Truly Private Client Adviser

IFA Norwich
Richard Bygrave

Norwich

Investment, Pensions, Protection, Retirement Planning

Darren West

Barrow-in-Furness

Corporate Service, IHT Planning, Investment, Pensions, Protection, Retirement Planning

Mark Spackman
Mark Spackman

Lowestoft, Suffolk

Truly Private Client Adviser

James Calnan

Penarth

Truly Private Client Adviser

Christopher Tomnie
Christopher Tomnie

Cambridge

Investment, Mortgages, Pensions, Protection

Financial Adviser Llanelli
Christian Brooke

Llanelli

Truly Private Client Adviser

Callum Grey
Callum Grey

Brampton

Truly Private Client Adviser

Richard Rust - Financial Advice Durham
Richard Rust

Durham

ESG Investments, Investments, Pensions, Protection, Retirement Planning

Get in touch

01228 587588
info@trulyonline.co.uk
Truly Independent Ltd, Atlantic House, Parkhouse, Carlisle CA3 0LJ
Truly Independent Limited profile

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Truly Independent Ltd® 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® .

The Financial Ombudsman Service is available to assess individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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