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There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Truly Independent offer both personal and corporate advice on a whole range of financial services including the following:

Personal

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance planning
Long-term care
Family protection life assurance

Corporate

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and Executive Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required

*The Financial Services Authority (FSA) does not regulate all of these products and services

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