Miles has over a decade of experience as an independent financial adviser. The majority of his work is based on the principle that only a comprehensive understanding of a client’s circumstance, principles, concerns, hopes and goals can form the fundamental basis for a properly structured financial strategy; this strategy in turn informs every financial decision and must be reviewed regularly as circumstances will always change.
Advising on pensions, investments, protection strategies and tax efficiency, often using cash flow analysis, Miles applies this principle to businesses, trusts, private individuals, families and charities alike. His experience and approach has gained him a rating of 4.9 out of 5 with the client review site VouchedFor and a place in their top rated financial adviser guide for 2019.
