Financial Adviser in Carlisle, Cumbria

Investment, Pension, Protection

Neil Jeffrey

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01228 587588

Atlantic House
Park House

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I am an Independent Financial Adviser and Director of Truly Independent Ltd.

I am responsible for Truly Private Clients (Truly PC), which was set up primarily to provide ongoing support and advice to clients following the retirement of their usual financial adviser, although new enquiries are welcome.

All financial advisers who operate under the Truly PC trading style are employed directly by Truly Independent Ltd specifically for this purpose and operate from our Head Office in Carlisle. All still promote the same independent values as other Truly Independent financial advisers.

There are several subtle differences that clients of Truly PC should be aware of including the advanced use of a streamlined and integrated investment platform called VERO and the use of advanced communication technology such as video conferencing and electronic signature functionality.

Truly PC is committed to making investing simple and transparent. Amongst other things, the industry-leading technology that we employ gives you 24/7 access to your secure account, enabling you to track and manage your investments as well as make additional contributions whenever you wish using the ImpulseSave® technology available through our VERO App.

If you want to modernise your financial affairs, please get in touch.