Truly Independent Ltd

Independent Financial Adviser  Truly Independent Ltd, Droitwich spa, Worcestershire, WR9 1DE
check
FCA authorised
Last authorised 21st September 2020
Based in Droitwich covering Worcestershire, we are Specialists in pensions and investment planning. Your Initial meeting is at no cost.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Meet our advisers
Andrew Johnson Dip CII
Independent Financial Adviser
About us

We are based in Droitwich covering Worcestershire and the surrounding area. We have 22 years finance experience and are specialists in investment and pensions, with a core focus on helping people make the best choice when at the retirement stage.

We are Truly Independent as we are not owned or invested in by any product provider or fund provider.This means you can be assured that your needs will always be at the heart of everything we do.

We do not have any pre built solutions to meet your investment or pension needs. Instead we treat you as individuals and start with a truly blank page approach, This ensures that every product / fund option can be considered to meet your needs. Any one can buy a piece of clothing off the shelf, you need a tailor to ensure a perfect fit.

Integrity and trust are of paramount importance in all dealings with our clients. It is for this reason so many clients remain with us for their lifetime of financial needs,

We are not corporate in our approach and any enquiry is dealt with in an easy to understand and transparent manor.

Our services

We are specialists in investments and pensions with over 22 years experience.

We will get you the best solution to meet your needs and support you every year to ensure your future needs are also met.

We nurture and protect our client relationships by being open, honest and delivering what we say we will.

We support our clients on an ongoing basis and provide a level of service that is right for their needs..

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Truly Independent Ltd, The Stables Business Centre, Walnut Tree House, Astwood Lane, Wychbold, Worcestershire, WR9 0BU

Similar advisers near you

Independent Financial Adviser 0.65 mi
At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
 
Independent Financial Adviser 0.93 mi
At Jane Newman Financial Planning we have an all female team ready to assist clients, new and existing with their immediate and future financial needs.
 
Independent Financial Adviser 1.43 mi
We give holistic and comprehensive advice in a friendly and uncomplicated way. "Helping you to get all your ducks in a row" We will help you to maximise your pension, save for retirement, invest that lump sum wisely and plan for a less fraught financial future.
 
Restricted - whole of market 1.43 mi
Financial Planners helping business owners, senior executives and people approaching retirement to achieve their personal and financial goals.