Our approach is to provide independent financial advice to both individuals and businesses on a fee basis – howeverthe cost of your first consultation is on us. We provide unbiased and unrestricted advice, with a view to protecting and enhancing our client’s wealth and sense of well-being. There are 4 stages to our financial advice process and this is how it works:

Initial Consultation

This will comprise of an initial meeting with one of our financial advisers to:

  • Discuss our advice process and the costs involved
  • Provide you with an opportunity to ask questions and understand how we can help you
  • Establish what your financial needs are

You only pay if you want to proceed.

Financial review, advice and plan recommendation

We will carry out an extensive assessment of your financial circumstances to establish your financial planning requirements including:

  • Understand your situation using the information gathered at your initial consultation
  • Research the market to identify suitable solutions for your specific needs
  • The recommendation of an investment model that matches your investment risk profile and the subsequent assessment and suitability of any existing investments
  • Analysis and design of your investment strategy
  • Presentation of your plan recommendation

Arranging and implementation of your plan

This includes (where appropriate):

  • Handling of all fund and policy administration on your behalf
  • Regular updates to keep you informed of progress
  • Ensure all your documents are issued in line with your expectations
  • Confirmation of all actions taken on your behalf in writing

Ongoing information and adviser support

As your financial and personal objectives may change over time we believe ongoing support is crucial in ensuring your investment portfolio remains up to date. Our different levels of support can give you access to:

  • Assessment of your current circumstances and any changes to your plans that are needed
  • Regular updates and information regarding your investments
  • A choice of differing levels of support depending on your needs
  • Ongoing support with correspondence and administration issues

Find your local Truly Independent financial adviser