Mike Smith Financial Planner

Mike is an experienced and diligent Financial Adviser based in Sussex.  He joined Beals in 2022 and covers the entire South-East region, including London. 

Mike 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”.  

Mike’s technical knowledge sees him regularly called upon by his peers for guidance, and he received recognition form the Chartered Insurance Institute of Sussex for outstanding results when achieving his Diploma.  

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

Experience & Achievements

•    Experience in all core advice areas,
•    Achieved Diploma level status
•    Membership of The Chartered Insurance Institute and Personal Finance Society.

Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.