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Protection Adviser in Monmouth

Miles Finch

I am a Protection Advisor in Monmouth, covering Wales and the West Country.

Specialising in protection I enable my clients to insure their lives, income, mortgage and key individuals within their business. People insure their cars, homes and pets, but often overlook insuring themselves, and when they need it most, cover is not in place.

Having achieved the industry standard qualification in protection planning, it enables me to offer an independent service, in which I advise on a full range of products, enabling me to build packages of protection products matched to clients’ needs.

Using a straightforward, personal process, I establish the protections needs of clients and use my professional expertise to find the best policies that clients themselves may miss out on if they used consumer comparison websites. I can create protection packages for clients to protect them and their family in the event of death, critical illness or loss of income.

Additionally, I can offer my services to corporate clients, allowing them to protect their business and key individuals who are integral to its success.

I am particularly passionate about engaging young people with protection planning. Younger clients can use their age to ascertain generous protection policies and set themselves up for later in life when they want to purchase a property or have children.

I offer protection advice in Monmouth and throughout Wales and the West Country.

I offer a free consultation to establish a clients’ needs and requirements.

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