Michael's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 26 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 9 )
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce proceeds & how to plan for my retirement years
How has Michael Smits helped you?
Not only do I have total trust in the advise that Michael provides, he communicates in a way that makes it easy for me to understand, and helps give confidence in the decisions I take. He takes me through it all step by step, and in a very calm and patient way.
Have you seen the outcome you were hoping for?
Given the turbulent market conditions over the past 5 years, I believe the best result has been delivered
Michael:
Thanks for the kind words! Speak soonReview
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions needed consolidating and to begin planning for semi-retirement
How has Michael Smits helped you?
Mike has helped clarify how to optimize our ISAs and Pensions to best support myself and the family as I move towards part time working. Aside from this Mike has also provided sound advice on IHT planning as regulations begin to change. Mike is always available to us throughout the year both at our annual review and for ad-hoc guidance. He is very responsive to any questions we ask.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Michael:
Thanks, Andy. The kind words are very much appreciated. Wishing you and the family all the best for the festive period. MikeReview
by a verified client in West Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pensions to one pot
How has Michael Smits helped you?
Consolodated pensions to the platform - advice on retirement planning
Have you seen the outcome you were hoping for?
Yes
Michael:
Thanks for the kind words and for taking the time to leave the review. Wishing you and the growing family all the best for Christmas :)Review
by a verified client in Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pension funds
How has Michael Smits helped you?
Advice relating to pension planning, annuities etc
Have you seen the outcome you were hoping for?
Yes
Michael:
Many thanks for the kind words! Wishing you and the family all the best for Christmas and New Year if I don't speak to you again before then. MikeReview
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The efficient management of my estate including investments, tax planning, inheritance etc
How has Michael Smits helped you?
Regular annual reviews of investments vis a vis pension provisions
Have you seen the outcome you were hoping for?
Yes
Michael:
Many thanks! Mike