Independent Financial Advisor in Glasgow

Jamie Thomson

I am an Independent Financial Advisor for Truly Private Clients (Truly PC), which was set up primarily to provide ongoing support and advice to clients following the retirement of their usual financial adviser, although new enquiries are welcome.

All financial advisers who operate under the Truly PC trading style are employed directly by Truly Independent Ltd specifically for this purpose. All still promote the same independent values as other Truly Independent financial advisers.

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


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.


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


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.


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

Financial Guidance