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Independent Financial Adviser in Abergavenny

Miles Finch

I am a young highly qualified Independent Financial Advisor based in Abergavenny covering Wales and the West of England. After graduating university with honours, I went onto achieve the highly regarded Diploma in Regulated Financial Planning from the Chartered Instate of Insurance. Achieving this qualification at a young age was due to my drive and enthusiasm for high quality financial advice.

I specialise in advising on Pensions, Pension Transfers, Investments, Ethical Investments and Protection.

If you are looking for independent financial advice in Abergaveny, Wales or the West of England, from an experienced and independent adviser, please get in touch to book your free initial consultation.

Financial Advice Services


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My Financial Advice Process

1

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.

2

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

3

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.

4

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