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.
Miles’s experience and approach have been rewarded with a rating, from his clients, of 4.9 out of 5 on the VouchedFor client review website, meaning he has, three times, been featured in the “UK Top Rated Adviser” list published in The Times newspaper in 2019, 2020 & 2021.
