Truly Independent

I am an Independent Financial Adviser based in Bristol. 

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 an expert 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. 

I hold a Diploma in Regulated Financial Planning and I am a member of the Charted Institute of Insurance. I pride myself on offering an approachable, thorough and personalised service to every client.