I pride myself on building trusted relationships with my clients by applying the same “down to earth” approach I do in all aspects of life. I believe that being approachable and open helps me to gain an in depth understanding of my clients’ needs which means that I am able to provide the most effective solutions and appropriate advice. See what some of my happy clients say below:
★★★★★
“Miles was very patient with us, explaining how pensions had changed significantly since we last had any advice and spent considerable time working through all the paperwork with us and helped us get these largely consolidated into one pension portfolio each. He also helped advise us on investment platforms for saving for the future and was particularly attentive to our desires to be ethical and green as far as possible. We now feel in a much more organised state and more confident about our ability to be able to manage our finances. Miles is patient, clear and good humoured and even put up with our dog!”
Katie & Andrew, Cardiff
★★★★★
“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 was very helpful and thorough from the start. He come across a very honest person which for me is paramount especially if you are dealing with finances. I wouldn’t hesitate to recommend him to anyone interested in having a private pension.”
Nuno, Bristol
★★★★★
“From the outset, Miles has been friendly, reliable, punctual and given advice in a straightforward manner. I trust Miles’s judgement in what is a very complicated market”
Christine, Bath
★★★★★
“Miles planned a way forward which took my needs in to account and I have been very impressed with his thoroughness, attention to detail and ability to explain the overwhelming pension market to a novice like me in a calm and informative way. Nothing could have been done better – I have no hesitation in recommending Miles and look forward to working with him for many years.”
Melanie, Bristol
★★★★★
“Miles’ product knowledge is excellent. He advised on alternative funds to maximise my investment returns which he could then illustrate and forecast future income using cash flow modelling software. This was extremely helpful in coming to decisions when planning for retirement. I am very happy with the decisions made and the plan put in place”
Andrew, Bristol
★★★★★
“Miles has been a star at supporting me to set up a pension fund with ethical investments and the fund has performed well despite a very difficult year in the UK’s financial markets. Miles has been helpful and responsive whenever I’ve needed to check things with him. Highly recommended.”
Jess, Bristol
★★★★★
“It’s been a pleasure dealing with Miles Finch over the last couple of years. Very professional, listens to what you are saying and fully advises you of all your options. Very clear explanations of various scenarios. Brilliant at dealing with people of all ages. I would highly recommended Miles for any funds or pension advice.”
Helen, Bath
★★★★★
“Miles is very professional, friendly, trustworthy and helpful. He takes the time to explain things in an accessible way both verbally and in writing and personalises his advice and services to you holistically and as an individual. He is adaptable in both providing face to face and services over the telephone to suit your schedule.”
Ellie, Bristol
★★★★★
“Miles is very knowledgeable and helpful with a professional friendly manner. With me knowing very little regarding the pensions market, as I work in the Lifestyle Protection sector of financial services, he helped both my husband and myself understand options better and how we can make changes over time if we wish.”
Sarah, Bristol
★★★★★
“I had the pleasure of discussing my pension options with Miles recently. He explained everything to me in a very clear manner and was happy to answer my many questions! I would have no hesitation in recommending his services.”
James, Gloucestershire
★★★★★
“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 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
★★★★★
“Miles has been fantastic help with choosing the right portfolios, risk targets and pensions for my future.”
Jack, Wiltshire
★★★★★
“Miles is very professional and friendly, he made it easy for us to understand more about pensions.”
Sarah, Bristol
★★★★★
“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
★★★★★
“Miles comes across very professional, he explains himself clearly and is never in a rush. I don’t believe Miles could have been more helpful.”
Mark, Swindon
★★★★★
“Miles has been excellent in the way he has handled my affairs, not at all pushy , just very professional in his approach and given very clear advice on how to approach and hopefully fulfil my needs.”
Iain, Chippenham
