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.
July 2023
Shortlisted for Business Enabler of the Year Award
Truly Independent makes the final for Lloyds Bank British Business Excellence Awards.
July 2023
Marlborough invests in Truly Independent
Truly Independent and Marlborough join forces in investment deal.
July 2023
Truly makes "Firm of the Year" shortlist
Truly Independent is shortlisted for "Firm of the Year" at the MoneyAge Awards 2023
February 2023
Shortlisted for "Best Advice Network "
We were shortlisted for "Best Advice Network" at the Professional Financial Adviser Awards 2023
October 2022
Amazon Best Seller
Work to Wealth reaches Number 1 on Amazon
October 2022
FTAdviser Top 100
FTAdviser lists Truly Independent amongst the 100 finest Financial Advice firms in the UK
August 2022
Professional Adviser Awards
ME News identifies Truly Independent as a nominee in 2022's Finance Awards
May 2022
Work to Wealth launched
Andrew Goodwin launches new book 'Work to Wealth'
February 2021
Hat-trick of award nominations
We were shortlisted for 3 awards at the Professional Financial Adviser Awards 2021
September 2020
VERO Launched
The VERO Platform was launched allowing clients to have all their investments in one place
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
September 2017
Professional Adviser Awards 2018
Nominated in the 'Best Adviser Website' and 'Best Support Services for Advisers' at the Professional Adviser Awards 2018
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
Book launch
We launched the Happy Financial Adviser book
December 2015
Adviser numbers expanded to over B2 firm level by year end
31 Registered Individuals recorded with FCA making us a significant company
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 Head of TPC
February 2010
Regulated
FCA Number 513655
October 2009
Incorporated
Founders Cath Bowden and Andrew Goodwin