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Independent Financial Adviser in Bristol

Miles Finch

I am a young, highly qualified and experienced Independent Financial Adviser working right across England and Wales.

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

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