Truly Independent Ltd

Independent Financial Adviser  The Ranch, Leatherhead, Surrey, KT22 9AZ
Truly Independent Financial Advice for everyone. Contact Carl Weller on <phone number hidden> for a no-obligation consultation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation 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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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Carl Weller DipPFS Cert CII (MP & ER)
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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

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 assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

What our clients say
Contacting Truly Independent about my pension is one of the smartest moves I've made. This is a dedicated IFA that took the time to understand my circumstances before offering sound jargon-free advice. Attention to detail. Impressive knowledge of investments and market trends.
G Sturgess, Surrey
Carl was efficient from the start, he understood my requirements quickly and offered several positive options. His communication was efficient, whether by phone or email. He always responded immediately and offered quality advice which has produced amazing results. He has a way of explaining complex financial products clearly without resorting to industry jargon.
Howard Kingsnorth (Award winning photographer), London
About us

We specialise in structuring and managing your investments within pensions and investment vehicles including investments held on platforms/wraps, held within ISAs, Bonds etc., providing a 'hands-on' solution. Improving on other adviser firm's results is a specialty.
Truly Independent Ltd™ operates face-to-face personal financial planning advice which will guide you through complex decisions and focus on achieving your goals.
New clients will always be provided the initial meeting at NO COST. Like all independent financial advice firms, we are fee based. However, in most cases your pension/investment can pay those fees.
We give ‘truly independent’ advice. We have access to all top providers of pensions, investments, platforms/wraps, bonds etc.
This is a very affordable service that will be specific to your requirements.

Our services

Pensions, Wealth Management, Investments, Drawdown, Income Producing Investments, Annuities, Estate Planning & Inheritance Tax Planning, Shareholder & Partnership Protection, SME Business Advice & Guidance.

Where to find us
Head office address: The Ranch, The Ridgeway, Fetcham, Leatherhead, Surrey, KT22 9AZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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
9.2/10
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FCA authorised
Last authorised 10th May 2021

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