Independent Financial Adviser in Monmouth

Michael Finch

08009098975

michael.finch@trulyonline.co.uk

I am an independent financial advisor based in Monmouth, Monmouthshire covering Wales and the West of England. I have over 30 years experience providing financial advice in Wales and the West Country and am happy to give face-to-face advice to establish customers needs and requirements.

I specialise in advising on Investments, Pensions, Pension Transfers, Protection, Insurance and Inheritance Tax Planning.

If you are looking for independent financial advice in Wales or West England, from an experienced and independent adviser, please get in touch.

Your initial meeting is complimentary.

Financial Advice Services

Investment

Pension

Protection

Watch video

My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.