Truly Independent

Independent Financial Adviser  Studio A, Treowen House, Llanover Business Centre, Abervavenny, NP7 9HA
First meeting at adviser's own cost
Offering a free no obligation initial meeting, we provide independent regulated advice on pensions and investments. We take the stress out of investing, helping clients of all wealth levels across Wales and the West of England.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
Response rating
9.4/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Miles Finch BA (Hons) DipPFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Michael Finch DipPFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Our Independent Financial Advice process begins with a free no obligation meeting where we understand a client’s situation and goals.

We combine high level regulated qualifications and considerable experience in financial services, with the ability to communicate in a straightforward and clear way. We aim to take the stress out of pensions and investments and in turn create an easy to understand and successful financial plan for clients.

Our services

Specialising in pensions and investments we help clients of all wealth levels and in all stages in their lives. No matter if clients want to build new pensions and investments, understand what they already have and how it can be improved or if clients have already built-up wealth and want to understand how they can draw it in retirement.

Miles Finch of Truly Independent is a young highly qualified Independent Financial Adviser passionate about delivering the highest quality, personable financial advice to clients of all ages and wealth levels. Whilst his father Michael Finch of Truly Independent delivers a wealth of experience to all clients. Both Miles and Michael deliver a personalised service and enjoy conducting meetings face-to-face with clients right across Wales and the West of England.

Miles and Michael Finch are members of the Personal Finance Society meaning they adhere to a code of ethics and strive for the highest standards of professionalism.

Where to find us
Head office address: Studio A, Treowen House, Llanover Business Centre, Abervavenny, NP7 9HA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 13th September 2021

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