Truly Independent Ltd

Independent Financial Adviser  72 Halket Crescent, Falkirk, Stirlingshire, FK2 8FB
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FCA authorised
Last authorised 13th September 2021
Independent Financial Adviser with almost 30 years’ experience in the financial services industry. I provide a fee based financial planning service with a key focus on Investment planning, Pensions, Tax-efficient investments and Inheritance Tax Mitigation
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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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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Healthcare
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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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Employee benefits
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Group ISA
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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
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Sharia finance
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Long term care
Meet our advisers
David Young
About us

I provide a personalised Independent Financial Advice service in Falkirk and the surrounding areas.

Our services

I work with business owners and private individuals to help them plan a financially secure, comfortable and fulfilling retirement. It can often be the first time they have really considered their current net worth, future income streams in retirement and potential legacy.

Accruing wealth and capital for future income, demystifying the world of pensions, explaining pension income options at retirement and using the tax breaks still available are a core part of the advice delivered as holistic financial planning, in a clear, concise way.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

72 Halket Crescent, Carronshore, Falkirk, Stirlingshire, FK2 8FB

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