Fernbank Wealth - Chartered Financial Planners/Advisers. - London

Shahin F.

I needed someone to advise on Inheritance Tax. I initially spent weeks researching solicitors because I thought it was something that they dealt with. Most of them said they did but two of them were honest enough to admit that a financial adviser would be the most suitable person.
Then I spent several weeks researching financial advisers. I read the reviews. I decided on Miles because he is an expert with great reviews, and on the phone he came across as the nicest and unpretentious. All the good things written about him are true.

I deal with people who I like as human beings. I found Miles to be approachable and relatable. I like his outlook on life; similar to mine. He can just as well deal with someone who has £10 as well as £10 million. I liked it that when I met him he was not wearing a suit and tie and the meeting was in an informal setting. That put me at ease. I enjoyed the meeting.

Miles is also practical and honest. He is knowledgeable with the technicalities and he can explain them clearly to a layperson.

I was very happy to pay Miles’ professional fee because it was money well spent.
I have no hesitation in dealing with him in future.

Helen O.

Miles has enormous patience and a way of explaining things so one is completely clear about the various planning options and propositions he is putting forward, tailor made for one's situation. He has helped reduce our inheritance tax significantly, guided us through various investments and given us complete peace of mind. I feel very comfortable with the advice he has given.
If like me, you are not well versed in things financial and find modern technology rather trying - then Miles is your man!
We have worked with him for many years, trust him implicitly and would wholeheartedly recommend him.

Tom C.

Miles offers excellent financial advice and is proactive in his approach. He has introduced us to people and events that have have had a very positive impact on our business. And personally, he has been full of sound ideas. He is trustworthy, transparent in his dealings and good value, I would highly recommend him.

Dan N.

I’ve known Miles and his family for a long time and trust him 100%. I have a busy job (and a large family!) so no real time to manage my finances. Miles has advised me for many years with an outstanding service. He’s always given me time to talk through any detail - enabling me to get on with my life and sleep well at night knowing my finances are in safe hands. He’s a top guy, true professional with a good splash of humour. Thank you and highly recommend Miles

Jaime R.

Miles Novotny at Fernbank / SJP is a truly excellent financial planner and adviser. Having met Miles through a non-financial network over 8 years ago, he has since provided me with excellent advice in terms of managing our wealth but also many other aspects of our financial planning, and we continue to transfer more assets under his care due to the successes & peace of mind provided to date. I would strongly recommend a catch up with Miles if you’re seeking advice for the first time or need a second opinion with regards to your financial planning - he is very approachable and good at simplifying some of the more nuanced aspects of wealth management.

Gareth W.

Miles has provided clear and excellent advice on our investment options as we move from full time employment to retirement. He has explained in simple terms where the benefits and risks lie and has made a complex situation a lot easier for us to understand. He has provided us with a long term investment plan and he has helped us with decisons that needed to be made to secure our financial future. This has included guidance on state and private pensions and how we should deal with interitance tax for our children. Nothing has ever been a problem for Miles and his team and they have been efficient and responsive with any actions from our financial reviews. We highly recommend his services.

Pamela

Miles provides clear, pragmatic, well thought out advice. Professional and responsive, he also has the rare quality of being an advisor that takes the time to get to know you, your goals and genuinely wants to do what is best for you, with no sales angle or other agenda, which really sets him apart. He is someone you can trust to guide you through various financial planning decisions and comes highly recommended.

Emily B.

Miles has helped us enormously as a family by putting some life changing planning in place.

He has been a huge support to us all particularly since my father died, guiding us through probate and patiently explaining the process and next steps over and over again.

He has saved us a fortune in inheritance tax and enabled the family wishes regarding property and gifts to be taken care of and kindly liasised with the solicitor on our behalf.

His wide range of expertise and connections made it possible for him to advise us in so many areas and we felt completely confident that he knew the best path for us to take.

His advice was always delivered in a down to earth way that even we as a family were able to understand!
We feel we can trust Miles to do a great job with anything we throw at him and we are so grateful to have his support in our lives.