Questions to help you live your best life in later life The question, ‘Have I saved enough to retire?’ is a difficult one. It requires a lot of information about you, your family, your income needs in retirement, and an understanding of the various financial vehicles available for saving and investing before it can be…
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Truly Independent is currently recruiting for a Business Administration Apprentice. About Truly Independent Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers who provide a traditional method of face-to-face financial planning. We are strong believers that everyone should have access to financial advice that is not governed or influenced by…
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Why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the markets vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021. As higher inflation looks set to persist in 2022, finding ways to generate a return on…
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All of our April financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
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Homeowners release a record-breaking £4.4 billion in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4 billion in property wealth at a rate of more than £12 million a day to help family members and secure their own finances by repaying debt or remortgaging existing borrowing, according to newly released data.…
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Bolstering your retirement lifestyle as you approach retirement? Have you ever wondered what you need to consider as you approach retirement? Whatever your concept of what is a good pension pot, one certainty is that relying on the State Pension alone will not give you a good enough pension to live on comfortably through your…
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Time to give your financial future a boost? Savers and investors have less than one month to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on 5th April. The current tax year started on 6th April 2021 and ends on 5th April 2022.…
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About Truly Independent Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers. We are strong believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience, and expertise, and the freedom to research the whole market…
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Welcome to our March/April 2022 magazine. Inside, we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021. As higher inflation looks set to…
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What’s the right emergency fund amount for you? An emergency fund is money you put aside to cover a financial shock. This could be losing your job, or a large, unexpected expense. Building an emergency fund can help prevent you needing to borrow money or make difficult financial decisions in those moments, by giving you…
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We are delighted to welcome independent financial adviser, Matthew Fitt to the Truly Independent team. We now have over 70 advisers located throughout the UK and are on target to hit our goal of 100 advisers. Matthew is an Independent Financial Adviser in Exeter. He provides personalised independent financial advice to help you achieve your…
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