Mike Smith

Financial Planner
DipPFS - Diploma in Regulated Financial Planning
Unit 1, Fulcrum 2, Solent Way, 
Whiteley, Fareham, PO15 7FN
01489 585 581
As seen in VouchedFor's 2025 & 2024 Top Rated Financial Adviser Guides

Mike Smith - Top Rated Financial Adviser in Horsham

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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

I am an experienced and diligent Financial Adviser based in Sussex. 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."

Outside of work, I enjoy spending time with my 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 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

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 and Quilter Mortgage Planning Limited. March 2025

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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