A lot has happened during our quick growth. Below we’ve highlighted some of our key milestones along the way and are excited to add many more in the years to come.
April 2020
New Record Turnover
We reached a £5.5 million turnover
February 2020
Joint Venture
We entered into a joint venture with Frenkel Topping's Discretionary Fund Manager, Ascencia, named Truly Asset Management.
December 2019
Professional Adviser Awards
We are shortlisted in the 'Best Adviser Website' and 'Best Support Services for Advisers' at the Professional Adviser Awards 2018
August 2019
Professional Adviser Awards
We were shortlisted at the Professional Adviser’s New Talent Awards 2019 for the ‘Marketer of the Year’ category
July 2019
MoneyAge Awards
We were shortlisted in the 'Financial Adviser of the Year' category at the MoneyAge Awards
May 2019
50 IFAs
We reached halfway of our target to get a total of 100 independent financial advisers in the UK
September 2018
Professional Adviser Awards
Once again nominated for the 'Best Adviser Website' at the Professional Adviser Awards 2019
August 2018
MoneyAge Awards
We were shortlisted in the 'Financial Adviser of the Year' category at the MoneyAge Awards
October 2017
New Record Turnover
We reach a £5.5 million turnover
September 2017
Professional Adviser Awards 2018
Nominated in the 'Best Adviser Website' and 'Best Support Services for Advisers' at the Professional Adviser Awards 2018
August 2017
£4m turnover achieved
We reached £4m turnover
July 2017
New Head Office
We expanded into a bigger and better head office at Atlantic House in Carlisle due to our continued growth
April 2017
£3m Turnover landmark
We reached £3m turnover
April 2017
Book launch
We launched the Happy Financial Adviser book
October 2016
£2m Turnover Landmark
£2,364,171 turnover achieved to financial year end
December 2015
Adviser numbers expanded to over B2 firm level by year end
31 Registered Individuals recorded with FCA making us a significant company
October 2014
£1m Turnover landmark 31 st October 2014
£1,091,191 turnover achieved to financial year end
April 2013
Action Team Launched
The Action Team began to provide a dedicated help desk for advisers
January 2013
Retail Distribution Review (RDR) implementation
End of commission
Level 4 qualifications required
New definition of independence; unbiased and unrestricted
March 2012
New Model Adviser article
Cover Stars, 300th edition
July 2011
First recruit
Neil Jeffrey, now a Director
February 2010
Regulated
FCA Number 513655
October 2009
Incorporated
Founders Cath Bowden and Andrew Goodwin