Mike Smith IFA

Independent Financial Adviser  30 Clevedon Road, Tickenham, Somerset, BS21 6RA
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FCA authorised
Last authorised 25th May 2020
I am a Chartered Independent Adviser
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Michael Smith FPFS
Chartered Financial Planner
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.

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

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

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