Miles Finch is an Independent Financial Adviser holding the Diploma in Regulated Financial Planning from the Charted Institute of Insurance. Miles’ father, Michael Finch has been in the industry for 40 years and is a former adviser of Truly Independent. Michael brings his wealth of experience in the industry, assisting Miles in managing the large client base, whilst working alongside a dedicated administration team. This enables Miles to deliver regulated independent financial advice to new and existing clients.

Miles and Michael pride themselves on the same values of delivering their clients’ long-term goals, whilst approaching every client as an individual and explaining things in a straightforward manner.

★★★★★
“I started with Miles’ father as my Financial Adviser and Miles took over when ‘Dad’ started to wind down into retirement. My main reason for a financial adviser was to get reliable advice on Pension and Investment planning – both father and son were indispensable and knowledgeable. Miles has now taken over seamlessly, with reliable advice and guidance from pension drawdown to investments and he has kept my wife and I in touch with everything that we have entrusted to him.”

Wynne, Caerphilly