Independent Financial Adviser in Bristol

ESG Investments, Ethical Investments, Ethical Pensions

Miles Finch

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Publow Oak Barn, Blackrock Lane
Publow, Pensford, Bristol

bs39 4hz

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I am a young, highly qualified and experienced Independent Financial Adviser working right across Bristol, Bath, the county of Gloucestershire and South Wales.

I specialise in Pensions, Pension Transfers, Investing, Ethical/ESG Investing and Protection planning.

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

As a young Independent Financial Adviser I am passionate about helping clients invest Ethically and Socially Responsibly. I have a detailed knowledge in this developing area of financial planning.

I help 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.

Some of the areas I cover (but not limited to) include;

    • Bristol
    • Gloucestershire
    • Bath
    • Chippenham
    • Weston-Super-Mare
    • Stroud
    • Evesham
    • Gloucester
    • Cheltenham
    • Tewkesbury
    • Monmouthshire
    • South Wales