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Independent Financial Advisor in Bristol

Miles Finch

I am an Independent Financial Adviser based in Bristol actively taking on new clients, whilst managing a large client base across Southwest England and Wales.

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 Charted Institute of Insurance, which ensures I follow a strict code of ethics and professional practice, whilst keeping up to date with changes in the industry.

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.

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

Happy clients

"Miles was extremely knowledgeable and helpful. With me knowing nothing about future saving and pensions, he helped me understand and explained my options in great detail. I have full confidence and faith in him. Very friendly, 100% recommend."

- Samantha, Bath

"Miles has been excellent in the way he has handled my affairs. He is very professional and gives very clear advice on how to approach and hopefully fulfil my needs."

- Iain, Chippenham

"Miles was extremely helpful and knowledgeable and gave sound advice. He offered us peace of mind and we felt assured we were on the right track, his advice was 100% centred about what was right for us, and not about pushing a product."

- Andrew, Pontypridd