Offering a free initial meeting, we provide independent regulated advice on pensions, retirement planning, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels.
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.
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.
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
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.
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.
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
Miles has been fantastic help with choosing the right portfolios, risk targets and pensions for my future
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
Miles is very professional and friendly, he made it easy for us to understand more about pensions
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, retirement planning, investments and ethical/ESG financial planning we help clients of all wealth levels and in all stages in their lives.
The majority of our clients often have pensions and investments that they no longer keep track of or have been stagnating for many years. We help by modernising and managing these arrangements and ensuring clients are on track for a healthy financial future.
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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