Truly Independent

Initial consultation free
With a free initial consultation I provide independent financial advice. As a Top Rated Adviser for 2023 & 2024 I remove the stress from pensions, retirement and investment planning, helping clients of all wealth levels right across the Bristol & beyond.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Miles Finch BA (Hons) DipPFS
Independent Financial Adviser

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...
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...
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...
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...
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...
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

Legal information

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