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Independent Financial Advisor in Bolton

Ro Ladva

Independent Financial Advice

I am an Independent Financial Adviser with Truly Independent, providing clear, impartial financial advice to individuals and families across the UK.

I work with clients to deliver ongoing financial planning and advice tailored to their personal circumstances and long-term objectives. New enquiries are welcome.

There are several subtle differences that clients should be aware of including the advanced use of a streamlined and integrated investment platform called VERO and the use of advanced communication technology such as video conferencing and electronic signature functionality.

Truly Independent is committed to making investing simple and transparent. Amongst other things, the industry-leading technology that we employ gives you 24/7 access to your secure account, enabling you to track and manage your investments as well as make additional contributions whenever you wish using the ImpulseSave® technology available through our VERO App.

If you want to modernise your financial affairs, please get in touch.

Financial Advice Services

My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance