Mike Smith

Financial Planner

DipPFS - Diploma in Regulated Financial Planning

CONTACT MIKE

Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN

01489 585 581

[email protected]

      
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
 
 
 
   
 
 
      Posted on Google  
   
   Paul Cook 
 219 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I've been using Beal's for a good few years now. I find them to be helpful, friendly & knowledgeable. Would recommend.
  
 
     Posted on Google  
   
   jackie mason 
 224 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have trusted Mike from Beals with my investments for over 10 years and he has always been patient, honest, supportive and extremely knowledgeable.
  
 
     Posted on Google  
   
   Anna Lacey 
 240 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Calls on time, answers questions and researches anything that is unclear.
  
 
     Posted on Google  
   
   Maria Puckey 
 281 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
     Posted on Google  
   
   jacky parish 
 295 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
     Posted on Google  
   
   Malcolm Harrison 
 335 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service. Our advisor explains everything clearly.

Mike Smith - Top Rated Financial Adviser in Horsham

VISIT MIKE'S VOUCHEDFOR

Skills & Area's of Advice

Pension & Retirement Planning

Savings & Investments

Financial Planning

Wealth Management

Inheritance Taxation Planning (IHT)

Taxation

Protection & Business Protection

Experience & Achievements

Achieved Diploma level status

Membership of The Chartered Insurance Institute and Personal Finance Society.

About Mike Smith

Mike is an experienced and diligent Financial Adviser based in Sussex. He has worked in Financial Services since 2006 and is 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."

Outside of work, Mike enjoys spending time with his son, traveling on new adventures, and playing and listening to music.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2025 - Five Stars (Platform, Pension, Investments)

Defaqto - Gold Service (Platform, Pension, Investment Bond)

Investment Life & Pensions Moneyfacts Awards 2025 - Best Online Service

Highly Rated Products

Defaqto – 5 Star rating Platform, Personal Pension, Onshore Bond and WealthSelect for DFM MPS on platform

Defaqto – 5 Diamond rating WealthSelect Managed Active and WealthSelect Managed Blend, Monthly Income, Cirilium Blend, and Cirilium Passive

Money Marketing Awards 2025 – Best Retirement Provider

Exceptional Platform

Schroders UK Platform Awards 2025 - Platform of the Year

Schroders UK Platform Awards 2025 - Best Platform Provider (AUM over £40bn)

FE Adviser Asset 2025 Platform Rating - Quilter's platform received a platinum rating for the 10th consecutive time

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548 Email us: [email protected]

BOOK NOWComplaints Privacy Policy & Terms Our Terms of Business

PENSIONS & RETIREMENT PLANNING MORTGAGES & REMORTGAGING INHERITANCE TAX (IHT) PLANNING SAVINGS & INVESTMENTS INSURANCE & PROTECTION WEALTH MANAGEMENT FINANCIAL PLANNING EQUITY RELEASE

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.

Approver Quilter Financial Services Limited. March 2026

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166

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