Mike Smith

Mike Smith

Beals Mortgage and Financial Services Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Horsham
View location

Top Rated 2025
Verified since: April, 2023

4.8 out of 5

25 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 April 2025

    Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Mike has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 27 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Mike has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Mike has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Mike

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 April 2025

    Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Mike has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 27 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Mike has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Mike has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Mike

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 4 first impressions)

Hi, I’m Mike, a Sussex based Financial Planner who has worked in Financial Services since 2006. I provide holistic advice, tailored to your needs as I know each client is different. You may be unsure where to begin, or perhaps you already know what you need; either way I’m keen to help where I can. I offer a free initial consultation so that we can discuss your circumstances and see how I may best be able to help you. Any charges for work that follows will always be agreed with you in advance so you’ll always know exactly what to expect. Outside of work, I enjoy spending time with my son, travelling on new adventures, and playing and listening to music. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment

Offers available through VouchedFor

Contact Mike through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Mike's clients

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Inheritance Tax Planning Is not regulated by the Financial Conduct Authority