Truly Independent Ltd

Truly Independent Ltd

5(44 reviews)
Closed
8:45 AM–5 PMOpens today at 8:45 AM
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Address

Atlantic House,Parkhouse Rd,Carlisle CA3 0LJ,United Kingdom

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Opening Hours

Monday8:45 AM–5 PM
Tuesday8:45 AM–5 PM
Wednesday8:45 AM–5 PM

About

A long-standing financial consultancy in Carlisle, Truly Independent Ltd provides investment and pension advice with a focus on personal savings goals. Clients mention smooth transitions between advisors, with Mark Spackman, Chris Irwin, and Kieran named as advisers who take time to explain details and answer questions. The firm is known for thorough pension reviews and tailored investment guidance, with several clients referencing long-term relationships spanning over a decade. Meetings are described as detailed and personable, covering financial planning with clarity.

Customer Reviews

5.0(8 reviews)
Google Reviews
8
M
Mandy Barker
6 months ago

I cannot recommend Truly Independant ltd enough and their advisors having been with them for many years. Mark Spackman who recently took over from our previous advisor who retired has made the whole transitional process from one to the other seamless not to mention giving us the reassurance that our investments are still in very capable and safe hands. He has taken the time to get to know us both and our financial needs. Mark is very knowledgeable and as my husband and I both approach retirement he is being so patient in helping us move into this next phase of our lives with the reassurance that through his guidance and expertise we will be financially secure. Thus making the whole process so much easier. He is very patient explaining everything and nothing is too much trouble, not to mention he has a huge financial knowledge. So, if you are looking for someone who has the knowledge and expertise to look after, and grow, your investments, then I cannot recommend him enough.

H
Helen NorthoverLocal Guide
6 months ago

I have been a client of Truly Independent for several years, and I was a little apprehensive when my previous adviser announced he would be retiring. However, I needn't have worried....he introduced me to Mark Spackman, very friendly and approachable, who I have worked with for just over a year now. I couldn't be more satisfied with the guidance and support he provides. Each year, Mark conducts an in-person review at my home, which is not only personal and convenient, but demonstrates a high level of commitment and professionalism. These annual meetings provide a thorough and personalised assessment of my financial position, showing me that he understands my goals, and is therefore keeping me on the right financial path. Mark consistently presents complex financial information in a clear, structured, and accessible manner. His recommendations are well-considered, tailored to my circumstances, and delivered with confidence and integrity. His reliability, responsiveness, and depth of expertise have given me a strong sense of trust in the decisions we make together. I would confidently recommend Mark to anyone seeking a highly competent and dependable financial adviser.

J
John Grieve
6 months ago

Chris Irwin took over as my advisor a year go. Absolutley great advice with a patient professionalism. His advice and recomendation has so far been just what I wanted. The investment is doing nicely...Thank you Chris. I reccomend Truly Independant form the advice to the app and everything in between. very happy with them so far.