Technology is useless without the knowledge and understanding to be able to use it effectively. Mentoring and free training* is available, helping you to master both technology and financial planning
This sets us apart from other providers who give planners the technology but without the hand-holding needed to use it effectively.
We offer an unlimited, expert support service, included for free with your software subscription.
Our team is available from 9am until 5pm, Monday to Friday (excluding UK bank holidays) to answer your queries on +44 (0)1384 273736.
*First 4 days of training are free with a standard agreement, thereafter training is charged at £150 + VAT per person, per day.
User Groups and Mentoring
We run events all over the UK for financial planners who want to share and learn with their peers.
Our mentors include Accredited, Certified and Chartered Financial Planners, many of whom have been past Presidents of the Institute of Financial Planning and Personal Finance Society.
They’ve been running successful, profitable financial planning businesses for many years and can show you how to maximise profit and run an efficient business. It’s not all about software.
Many of these events are free to Truth® users.
Customisable Cashflow video
Are you looking for an excellent time-saving asset that explains the value of Truth® financial planning? Our video informs the client of everything they need to know in less than 2 minutes.