I specialise in pension and retirement planning, whether that involves reviewing multiple pension pots to ensure that they are on track for your future, or planning withdrawals in retirement. I also specialise in investment planning, I understand client’s investment preferences, risk requirements and place their money in the right tax wrappers to generate long-term returns. Being a well-connected adviser, I can refer clients to a dedicated mortgage and protection team, as well as will and trust writers. This enables me to provide a full financial planning service for all clients at any stage in their lives.

I work in partnership with my father, Michael Finch. After 40 years in financial services, Michael has vast experience, he assists me in managing my clients whilst I provide the advice. Alongside this I have a dedicated administration team and am very proud of my family run independent financial advice business within Truly Independent. You can read some of the reviews my clients have left me over the years here.

I hold a Diploma in Regulated Financial Planning and I am member of the Chartered Insurance Institute, which ensures I follow a strict code of ethics and professional practice, whilst keeping up to date with changes in the industry.

I also provide advice across the rest of the UK, both remotely and face-to-face, and have travelled from Cornwall to Scotland to meet clients in the past.

I offer prospective clients the opportunity to work with a highly trusted adviser, who will establish and manage their financial goals for the long-term. I pride myself on offering an approachable, thorough and personalised service to every client.

If you want to build a long-term relationship with an experienced Independent Financial Adviser, get in touch today to arrange a free no-obligation initial consultation and financial planning review.