0117 295 7680
Based in Bristol
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: May, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Miles is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Miles's statusLast checked: 20 July 2026
Miles is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Miles's status
11
Recent Client Reviews
Miles has received 11 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Miles has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 27 May 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Miles has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Miles has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Miles has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowMiles has provided information on their typical fees
Miles has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Miles (based on 5 first impressions)100% of users who are not yet clients had a positive first experience with Miles
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Miles (based on 5 first impressions)
About
I am an Independent Financial Adviser based in Bristol actively taking on new clients, whilst managing a large client base across South West England and Wales. I specialise in pension and retirement planning, whether that involves reviewing multiple pension pots to ensure that they are on track for your future, or planning withdrawals in retirement. I also specialise in investment planning, I understand client’s investment preferences, risk requirements and place their money in the right tax wrappers to generate long-term returns. Being a well-connected adviser, I can refer clients to a dedicated mortgage and protection team, as well as will and trust writers. This enables me to provide a full financial planning service for all clients at any stage in their lives. I work in partnership with my father, Michael Finch. After 40 years in financial services, Michael has vast experience, he assists me in managing my clients whilst I provide the advice. Alongside this I have a dedicated administration team and am very proud of my family run independent financial advice business within Truly Independent. I hold a Diploma in Regulated Financial Planning and I am member of the Charted Institute of Insurance, which ensures I follow a strict code of ethics and professional practice, whilst keeping up to date with changes in the industry. I offer prospective clients the opportunity to work with a highly trusted adviser, who will establish and manage their financial goals for the long-term. I pride myself on offering an approachable, thorough and personalised service to every client. If you want to build a long-term relationship with an experienced Independent Financial Adviser, get in touch today to arrange a free no-obligation initial consultation and financial planning review.