Mike Smith

Mike is an Independent Financial Adviser (IFA) in our Manchester office.  Mike has over 21 years’ experience in financial advice and has worked as an IFA for 16 years. In this time he has advised a wide range of both private individual and corporate clients.

Mike is qualified and authorised to advise on all types of corporate and personal finance, including investment strategies and portfolio management; tax, trust and estate planning and pensions and retirement planning.

Expertise

  • Financial planning
  • Pensions (corporate and personal including Qualifying Recognised Overseas Pension Schemes – QROPS)
  • Investments
  • Life Insurance/health insurance

Qualifications Held

  • Advanced Financial Planning Certificate (Diploma)
  • Fellow by examination of Personal Finance Society (FPFS)
  • Chartered Financial Planner