Independent Financial Advisor in Bristol

Miles Finch

I am a young, highly qualified and experienced Independent Financial Advisor working across Bristol, South West England, South Wales and the rest of the UK.

I have been voted a “Top Rated” financial adviser for 2023 and 2024 while also featuring in The Times Newspaper.

I specialise in Pensions, Retirement Planning, Investing and Ethical/ESG Financial 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.

I help clients of all wealth levels and in all stages in their lives. The majority of our clients often have pensions and investments that they no longer keep track of or have been stagnating for many years. We help by modernising and managing these arrangements and ensuring clients are on track for a healthy financial future.

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

Initial 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, get in touch today.

Financial Advice Services

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My Financial Advice Process


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.


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


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.


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

My Pension Planning looks a thousand times better after talking to Miles. All my worries about retiring have gone now thanks to the great work from Miles.

- Sean, Caerphilly

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

What could Miles have done better? Got in touch with me forty years ago, but I don’t think he was born then! He could do nothing better, excellent service.

- Michael, Bristol