Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across Swindon, Bristol and Gloucestershire.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
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.
Mrs. Flint, 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.
Miss. Clift, Bristol
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.
Specialising in pension, investments, ethical/ESG financial planning and protection planning 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 you have already built-up wealth and want to understand how to 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.
Miles is a member of the Personal Finance Society meaning he adheres to a code of ethics and strive for the highest standards of professionalism.
Where to find us
Head office address: Publow Oak Barn, Blackrock Lane, Publow, Pensford,, Bristol, BS39 4HZ
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