Truly Independent Ltd

Independent Financial Adviser  Singleton Court Business Park, Monmouth, Monmouthshire, NP25 5JA
First meeting at adviser's own cost
Independent financial advice providing clients with a comprehensive service, creating bespoke financial planning strategies.
We can advise you on
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Annuity purchase
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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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Unit trusts
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Lump sum
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National savings
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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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Small business
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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
Response rating
9.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Michael Finch
About us

Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers who provide a traditional method of face to face financial planning.
We are strong believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for our clients. We work in partnership with our clients to meet financial aspirations and recognize the importance of providing long-term on-going assistance and guidance.

Our services

• Retirement Planning
• Cash Flow Forecasting
• Goal Setting
• Investments
• Protection

Our approach is to provide independent financial advice to both individuals and businesses on a fee basis – however, the cost of your first consultation is on us. There are 4 stages to our financial advice process :

1 - Initial Consultation
2 - Financial review, advice and plan recommendation
3 - Arranging and implementation of your plan
4 - Ongoing information and adviser support

Where to find us

Singleton Court Business Park, Wonastow Road, Monmouth, NP25 5JA

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 24th February 2020

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