Preparing your finances for retirement

Some people assume that they will be able to retire on time, regardless of what the stock market or inflation rates are doing. However, this is often not the case. Market volatility and inflation as we’ve seen over recent months can have a significant impact on the cost of living in retirement, and they can…

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December 2022 financial guidance factsheets

All of our December 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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How to maximise the value of your pension savings

Mistakes to avoid when you’re aiming to build your pension pot. Many people are feeling the pressure on their finances at the moment due to the backdrop of rising inflation and the cost of living soaring. In these circumstances, it can be difficult to think about your long-term finances or even contemplate saving for the…

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Spotting an investment scam

The majority of UK adults have or know someone who has received a suspicious communication in the last 12 months, according to new research. This equates to 27 million people across the UK. Most of these cases can be described as ‘phishing scams’ (51%), when a fraudster attempts to imitate a legitimate company or person…

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Truly Independent in support of Realise Forest

We are delighted to announce our support for the Realise Forest initiative. Truly Independent has donated ten trees to be planted in the coming months to support the fight against climate change. We have always believed in doing our best to impact the communities we serve positively. Having previously supported the National Autistic Society, Hospice…

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TIPS Financial Magazine November/December Edition 2022

Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate. On page 10 we look at the impact breaks in pension…

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What do you want from your investments?

Identifying areas where you could be saving and investing more money. It’s important to regularly review your finances in order to stay on top of your money and make sure you’re making the most of it. A personal financial review can help you identify areas where you could be saving and investing more money. This…

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Truly Independent listed one of UK’s best

We are delighted to announce that Truly Independent has been listed in the latest FTAdviser Top 100 Financial Advice Firms 2022. This award showcases the best of the best within the financial adviser profession and the broader financial services sector that provides them with the products to serve their clients best. The list is produced…

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A guide to family protection

Three things to put on your family protection ‘to do’ list. Welcome to our Guide to Family Protection. There are various complex risks in life that we all face, such as serious illness, an accident or death. What would happen if something were to happen to you? Would your family be able to cope financially…

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Maximising your pension savings

Get back to dreaming about your retirement. Not dreading it. Welcome to our Guide to Maximising Pension Savings. Many people are feeling the pressure on their finances at the moment due to the backdrop of rising inflation and the cost-of-living soaring. In these circumstances, it can be difficult to think about your long-term finances or…

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October Fact Sheets

All of our October 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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