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Happy Clients

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:

★★★★★

“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 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

★★★★★

“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