Having had the good fortune to be advised by Miles, I have received insightful, financial advice that has enabled successful navigation through the complex and ever changing personal finance environment – literally worth its weight in gold as one approaches retirement. Technical ability is a great t...
My requests for investment valuations and performance statistics are always answered quickly and efficiently. I would be happy to recommend Miles to anyone who is looking for long term and comprehensive financial advice.
Miles makes getting financial advice painless. He is clearly highly intelligent and motivated by planning his clients' finances. I like how he makes sense of the tools and vehicles available. This is financial planning that genuinely adds value.
Miles is always available to offer invaluable advice at anytime. He is quick to point out all options and what different outcomes may result. I would happily recommend him to anyone.
Miles is great. He’s there when you need him with solid sound advice. I would thoroughly recommend him to anybody requiring financial planning and advice. He makes me feel confident about the future and I trust him, which is crucial.
Miles has taken enormous care to give us very sound advice. He explains everything very clearly. He is efficient, trustworthy and very patient. We have only praise for the way he has handled three family portfolios. We would recommend him to everyone.