Contact

Truly Private Clients Advisor in Cardiff

Craig Hopkins

I am an independent financial advisor based in Talbot Green and have worked within the advice industry since 2013, following an eventful few years serving in the British Army.

I provide financial advice across the full range of investments, pensions, life insurance and critical illness plans.

Building trusting, long-lasting client relationships is what I pride myself on and I continue to prove to existing and new clients that I am dedicated to achieving the best outcome for them all.

There are several subtle differences that clients of Truly PC 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 PC 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

Understanding your situation - We gather information to understand your financial situation and determine outcomes measured against your
goals and your attitude to risk.

2

Review, advice & recommendation - We use our knowledge and analytical tools to recommend a strategy to achieve best outcomes, which may include a digital proposition if suitable.

3

Arranging & implementation - We will arrange and implement your discussed advice, ensuring all documentation issued meets your expectations.

4

Ongoing support & information - We continue to provide ongoing information and support. You will also be able to track and view your investments online or through the App.

Financial Guidance

Truly Private Clients has been set up specifically to provide ongoing support and advice to clients when their usual financial adviser retires.

All financial advisers who operate under the Truly PC trading style are
employed directly by Truly Independent Ltd specifically for this purpose and
operate from our Head Office and UK wide. Our advisers promote the same
independent values of all Truly Independent financial advisers.

This means when your adviser retires, you don’t have to move or change
your plans.