Truly Independent always put the interests of our clients first. Charging a fee means we aren’t trying to sell investment products to get paid – we get paid for looking after our clients, and giving independent advice. 


Initial Advice

This charge is based on a percentage of the amount you invest. After the initial meeting, we will describe our services and the payment options. You may pay for our services on the basis of fees (for investments) or commission (for insurances) or a combination (for mortgages).

Ongoing Support

Following any initial advice we will provide ongoing support to meet your ever changing needs. It will help us support you in achieving your financial objectives and we will discuss with you the different levels of support and costs.

For further information on how we strive to protect our clients’ best interest at all times see our Client Advice and Support Agreements (CAA) below:

CAA – Equity Release

CAA – Protection Mortgages

CAA – Pension Investment Protection

CAA – Pension Investment Protection Mortgages

Data Consent Agreement

Client Support Agreement

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