Truly Independent Limited - Luke Sloman

Independent Financial Adviser  Truly Independent, Carlisle, CA3 0LJ
First meeting at adviser's own cost
Whole of Market Independent Financial Advice. We are honest, efficient and dedicated to providing best in class service and outcome for your individual financial requirements.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Luke Sloman
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

About us

Hi, I am Luke Sloman, and I have been an IFA since 2008

I work for Truly Independent Ltd., a firm that allows me to remain 100% independent. This means I have access to the Whole of Market and I am not compromised by a Restricted Advice offering.
Truly has over 80 Financial Advisers and over £1 billion of AuM.

I am based in Wales, but operate from the Vale of Glamorgan, through the M4 corridor, and into Central London and the Home Counties. Significant family ties and business relationships means a broad dispersion of clients throughout these areas.

Our key differentiators;
- Hard-working, dedicated and professional
- We question everything, and never take information provided for granted
- Old models of fees and charges are inconsistent, lack transparency and are morally wrong
- Reduction in fees will improve your investment outcome
- Cheap does not equal value for money. We question, we analyse, we do our research
- This is a referrals business. We need you to talk positively about us. Our organic growth depends upon us doing the best job every time, for every client

Our services

We offer a full suite of Financial Planning solutions, specialising in Pensions & Investments, Mortgages, Protection (life cover, critical illness cover, income protection, family income protection, business protection, health cover), Trust & Estate/IHT Planning

Where to find us
Head office address: Truly Independent, Atlantic House, Carlisle, CA3 0LJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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