Truity Wealth Management is founded upon two core values – Trust and Integrity. Our clients are at the heart of everything we do. Building long lasting relationships and turning people’s dreams into reality through strategic financial advice. It is so important to us that our clients seeking financial guidance and support should feel they can place their absolute trust and faith in our processes. We offer a very personal but professional experience.

Our Founder and Director, Lyndsey Roll, brings over 18 years of experience and a strong passion for behavioural finance, conventional economics and wealth management. At Truity Wealth Management we listen and understand an individual’s goals and dreams. We offer a bespoke service to help you realise those dreams and help you live the life you want to live.

Truity Wealth Management have a strong network of partners - solicitors, accountants and other financial services specialists - ensuring you will receive the best financial advice possible. Financial planning and wealth management really is our passion and we aspire to make the process simpler when it comes to managing your money whether it be building, protecting or succession planning.

Our goal is to build long lasting and happy relationships with our clients. We align our interests with your individual dreams, continually review those interests and look to deliver the wealth you have worked hard for and deserve.

We help successful people build a tailored life plan to achieve their long term financial goals. We have a long history of working directly with business owners, as well as within large financial institutions, meaning we can advise you with knowledge and integrity.

We work with the entire family to build trust and develop long term relationships, ensuring your financial plan is right for everyone.