Mike Smith IFA

Independent Financial Adviser 23 Clevedon Road, Tickenham, Somerset, Clevedon, BS21 6RA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
I am a Chartered Independent Adviser
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Michael Smith FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
"Mike has been brilliant in helping us to set up a compliant company pension scheme well ahead of our staging date for Auto Enrolment. He met all our staff on a one-to-one basis to discuss their position and options. Our employees responded positively to his input and Mike remains their first point of contact for independent advice on pensions. Having set up the pension scheme, Mike’s on-going maintenance has been excellent and I’d have no hesitation in recommending his services".
Michelle Crocker, Finance Director, David Hathaway Transport Limited, YATE
"Mike has managed our pension provision at CHS for the last year and his advice has been both logical and impartial. Our staff have warmed to his personable manner and his ability to make a sometimes complex subject easy to understand. We look forward to working with Mike for years to come."
Paul Hand – Director, <url hidden> - BOURNEMOUTH
I would recommend Mike to anyone, he has been a great help to my wife and I helping to arrange our investments under a structured portfolio, which allows us to take a good level of income without too much risk.
Mr Cathcart, Scotland Based but telephone advice given
Despite my not having much pension money to play around with, Mr Smith gave me full attention and worked to find me the best investment deal in my circumstances.
K Garland, Portishead
Mike has been superb to work with and always willing to go the extra mile to make sure the transaction progressed as smooth as possible. His advice has always been first class and I look forward to using his expertise in the future. Highly recommended. • Star rating 5 Stars
Nik Williams, Portishead
Mike Smith listened carefully to understand our situation, then gave us clear, well- researched, timely financial advice. Although there was no suitable product available for us at that time, Mike didn't try to sell us anything unsuitable. We will definitely use his services again in the future. • Star rating 5 Stars
Alison, Bristol
Great service and advice. Prompt response to queries and readily available at all times. Thanks! • Star rating 5 Stars
Tom Joakim, Poole
Sound advice and great service
H Booker, Portishead
Where to find us

23 Clevedon Road, Tickenham, Somerset, Clevedon, BS21 6RA

Make an enquiry
About us

For urgent responses
*email <email address hidden>
* TOTALLY INDEPENDANT *
* CLEAR STRAIGHT FORWARD ADVICE *
* FREE INITIAL CONSULTATION *

Company Blog.
Mike Smith IFA is a company based in the heart of North Somerset which looks to maximise savings and help reduce cost by offering a wide variety of products including Pensions, Investments and Life Assurance using the latest technologies to get the right products and services to increase your wealth. Mike is a Chartered Financial Planner and has over 20 years Financial services experience.
WE CAN OFFER PRODUCTS WHICH ONLY AN IFA CAN RECOMMEND GIVING YOU A MUCH WIDER CHOICE.

Our services

With Pensions freedom rules now in affect, we are specialists in Pensions.

Meeting to discuss your requirements will be free of charge!
We offer the following services - Review and advise on New or Existing Pensions,Investments Protection, and recommend the best course of action for your individual circumstances/needs to help increase your wealth and reduce un-wanted costs.
For Companies, we can help you with Workplace Pensions / Company Pensions, Auto enrolment and Business Insurance.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000

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