We are proud to announce that Miles Finch is our featured financial adviser of the week. These posts aim to showcase the hard work and dedication each of our advisers put into their workday to provide their clients with truly independent financial advice.

We are a National firm of experienced independent financial advisers who provide a more contemporary method of outcome-based financial planning. Formed in 2010 we now have advisers distributed throughout the UK.

Following in his fathers footsteps Miles has been a part of the Truly Independent team for 2 years and is already an experienced financial adviser.

Upon hearing he was going to be our featured adviser this week Miles said, “I was very pleased to be adviser of the week particularly as there are so many other adviser colleagues with in Truly Independent who I have great admiration for (even my own father!). I love what I do, I have found it so rewarding building strong relationships with clients right across the England and Wales. The aim for 2022 is to continue taking on new clients of all ages and wealth levels whilst also looking after my existing clients. With interest rates rising and the effects of COVID-19 on the global investment market it is very easy to become negative about the state of finances, but my aim is to guide clients to a stable and happy financial future. I also want to say a big thank you to my recent new clients for their very kind reviews.”

★★★★★
“It’s been a pleasure dealing with Miles Finch over the last couple of years. Very professional, listens to what you are saying and fully advises you of all your options. Very clear explanations of various scenarios. Brilliant at dealing with people of all ages. I would highly recommended Miles for any funds or pension advice.”
Helen, Bath

★★★★★
“Miles is very professional, friendly, trustworthy and helpful. He takes the time to explain things in an accessible way both verbally and in writing and personalises his advice and services to you holistically and as an individual. He is adaptable in both providing face to face and services over the telephone to suit your schedule.”
Ellie, Bristol

Miles is a young, highly qualified and experienced Independent Financial Adviser working right across Bristol, Bath, the county of Gloucestershire and South Wales. He specialises in Pensions, Investing, Ethical/ESG Investing and Protection planning.

Miles combines high level regulated qualifications and experience in financial services, with the ability to communicate in a straightforward and clear way. His aim is to take the stress out of pensions and investments and in turn create an easy to understand and successful financial plan for his clients.

As a young Independent Financial Adviser Miles is passionate about helping clients invest Ethically and Socially Responsibly. He has a detailed knowledge in this developing area of financial planning. Miles helps clients of all wealth levels and in all stages in their lives. No matter if you want to build new pensions and investments, understand what you already have and how it can be improved or if you have already built-up wealth and want to understand how to draw it in retirement and pass it onto the next generation.

Initial and subsequent meetings are conducted free of charge and with no obligation. If you want to build a long term professional relationship with an experienced Independent Financial Adviser in the South West of England and Gloucestershire, get in touch today. by clicking here.