Truly Independent is a financial services company based in Edinburgh, Scotland. They specialize in providing expert financial advice and services to their clients. With a team of experienced financial advisors, Truly Independent is committed to helping their clients achieve their financial goals. Their services include investment planning, retirement planning, and wealth management. Truly Independent is dedicated to providing unbiased and independent advice to their clients, ensuring that their financial needs are met with the utmost professionalism and expertise.
Introduction to Truly Independent
Truly Independent is a financial services company based in Edinburgh, Scotland. The company was founded with the purpose of providing unbiased financial advice to clients. Unlike many other financial advisors, Truly Independent does not have any ties to specific financial institutions, which allows them to offer truly independent advice. Services & products
Truly Independent offers a range of financial services to clients, including retirement planning, investment advice, and tax planning. They work with clients to create personalized financial plans that meet their individual needs and goals. Additionally, Truly Independent offers ongoing support to clients to ensure that their financial plans remain on track.Location
Truly Independent is located in Forsyth House, which is situated on George Street in the heart of Edinburgh's New Town. The area is known for its historic architecture, high-end shops, and trendy restaurants. The nearest public transportation options are the Edinburgh Bus Station (0.3 miles), Waverley Train Station (0.5 miles), and St. Andrew Square Tram Stop (0.3 miles).Benefits
Truly Independent stands out from other financial advisors because of their commitment to providing unbiased advice. They are not tied to any specific financial institutions, which means that they can offer clients a wider range of investment options. Additionally, their personalized approach to financial planning ensures that each client's unique needs are taken into account.Good to know
Customers should be aware that Truly Independent operates on a fee-only basis. This means that they do not receive any commissions for recommending specific financial products. Instead, they charge a flat fee for their services, which ensures that their advice is always in the best interests of the client.Reviews
Customers have praised Truly Independent for their personalized approach to financial planning and their commitment to providing unbiased advice. Many clients have noted that they appreciate the company's fee-only model, which ensures that their advice is always in their best interests. Overall, Truly Independent has received high marks from customers for their professionalism and expertise in the financial services industry.
FAQ
What experience does your company have in providing financial advice?
At Truly Independent, we have been providing financial advice for over 20 years. Our team of advisors are highly experienced and hold professional qualifications to ensure that our clients receive the best possible advice.
What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's needs and the amount of work required. We provide a transparent fee structure and will always agree on fees with our clients before any work is undertaken.
What types of financial products do you offer?
We offer a wide range of financial products, including pensions, investments, insurance, mortgages, and more. Our advisors work with clients to understand their individual needs and recommend suitable products to help them achieve their financial goals.
How do you determine the best financial strategy for your clients?
We take a holistic approach to financial planning, which means we consider all aspects of a client's financial situation before recommending a strategy. Our advisors use sophisticated tools and analysis to determine the best course of action for each client, taking into account their short and long-term goals, risk tolerance, and financial circumstances.
Can you provide references from satisfied clients?
We are proud of the work we do and the relationships we build with our clients. We have many satisfied clients who are happy to provide references and testimonials. Please contact us if you would like to speak to some of our clients and hear about their experience working with Truly Independent.
