Mike's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 12 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
Up to £50k ( 4 )
£50k - 100k ( 4 )
Review
by a verified client in Cheshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Mike Smith helped you?
A great deal, very professional, knowledgeable advisor.
Have you seen the outcome you were hoping for?
Not yet
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pensions that needed consolidating.
How has Mike Smith helped you?
He consolidated my pensions, and always feel that he has laid all of my options out before me. He explains everything to me in detail and so I can make an informed choice on my options
Have you seen the outcome you were hoping for?
Yes I believe he has.
What could they have done better?
Nothing in my view
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Mike
Excellent service, very personable and answered all questions satisfactory
Review
by a verified client in Sussex
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on financial planning.
How has Mike Smith helped you?
Mike is extraordinarily knowledgeable, efficient, and helpful. He is excellent at listening carefully and at finding the most suitable solutions. I am impressed by his ability to explain with simple words what would be otherwise quite complex for me to understand as I am not a financial specialist. He is a great professional and a caring human being. After consulting with many financial advisors, I can say he is truly the best.
Have you seen the outcome you were hoping for?
Yes with no doubts.
Review
by a verified client in Berkshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially started to work with Mike when I wanted to amalgamate many legacy pensions which were difficult to administer individually. He helped me package them into an new easy to administer scheme. He dealt with the whole process, kept me informed and held the other parties to account.
How has Mike Smith helped you?
He has helped me with my pensions consolidation , ongoing pension planning, IHT understanding and planning, investments and generally helped me think through how I need to plan for retirement and making provision for family
Have you seen the outcome you were hoping for?
Mike has looked after my pension and long term financial affairs for many years. He is an excellent, approachable and very knowledgeable person. Very detail orientated and trustworthy. I am delighted with the advice and service he has provided
What could they have done better?
Nothing I can think of.