Mike Smith

Financial Planner
DipPFS

Skills & Area's of Advice

Pension Advice & Retirement Planning
Wealth Preservation & Creation
Investment & Pre-Retirement Planning
Near & Post-Retirement Planning
Inheritance Taxation Planning
Protection for Individuals & Families
Business Protection
General Insurance

Experience & Achievements

DipPFS - Level 4 Diploma in Regulated Financial Planning
Achieved Diploma level status
Membership of The Chartered Insurance Institute and Personal Finance Society

About Mike Smith: Specialist Pension Adviser

I am an experienced and diligent Financial Adviser based in Sussex. I joined Beals in 2022 and cover the entire South-East region, including London.

I have worked in Financial Services since 2006 and am committed to helping people achieve their goals through careful financial planning.

"I believe everyone could benefit from speaking with a good Financial Adviser at least once, if not more often. We cover more than people might expect and can often highlight risks or opportunities that have been overlooked and can make a real difference to people’s lives."

My technical knowledge sees me regularly called upon by my peers for guidance, and I received recognition from the Chartered Insurance Institute of Sussex for outstanding results when achieving my Diploma.

Outside of work, I enjoy spending time with my son, traveling on new adventures, and playing and listening to music.

Contact Mike Smith:

  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
Inheritance Tax Plannings are not regulated by the Financial Conduct Authority.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT MIKE
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.
crossmenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram