Expert Financial Advice UK Wide

Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.

Mike Smith

Financial Planner
DipPFS - Diploma in Regulated Financial Planning
Unit 1, Fulcrum 2, Solent Way, 
Whiteley, Fareham, PO15 7FN

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
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 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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