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Retirement

Annuities

Investments

Cash Flow Planning

Life Insurance

Equity Release

    
 
 
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   Scott Higgins 
 
 
 
 Trustindex verifies that the original source of the review is Google. It was a pleasure working with Mike, did everything I asked of him & was very helpful & informative moving forward.
  
 
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   Debbie Davie 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mike has been so friendly and  helpful, providing advice and implementing plans for my future. As i am not finance savvy he helped me by suggesting options then we made decisions together. He responds quickly to any queries and has enabled me to feel confident that my money is in safe hands.
  
 
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   Alistair Davie 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been with Mike Smith for over 7 years and delighted with all that he has done for me. His advice regarding pension and investments has always been spot on which gives me peace of mind. All queries are answered promtly and nothing is too much trouble.
  
 
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   Malcolm Turner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mike is friendly, accessible and gives constructive advice and guidance. I have been a client of his for around 9 years and he has helped me to manage my investments by keeping up to date with my financial circumstances and supporting me to make sensible and beneficial choices. I can fully recommend him.
  
 
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   richard smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. Been with Mike for approx 5 years now after work colleague recommended him. He's sorted out a private pension, plus a S&S ISA. Both are doing very well. Other work colleagues are using him as well now. Available for any questions, and he keeps an eye on the investments to make sure performing well. Highly suggest using him
  
 
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   Simon Dove 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've been working with Mike for a couple of years now and it's always been easy and friendly communication and he's very knowledgeable with all things financial. He consolidated a couple of my pensions and they actually started to see some healthy growth, rather than languishing doing nothing, so I'm very pleased with the results!
Would definitely recommend Mike!
  
 
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   Trevor Shortman 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been dealing with Mike for nearly 8 years and have always had clear financial advice and management to support that. His attention to detail, speed to respond to requests and regular reviews are always well executed and clear.
  
 
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   Pat Stone 
 
 
 
 Trustindex verifies that the original source of the review is Google. I would like to add what an excellent service that Mike Smith provides .nothing has been too much trouble for him whenever I have a question he always gets back either by telephone or email Mike is friendly and  that makes you feel at ease talking to him I can only give a 5star service and I would highly recommend him family and friends without hesitation
Thank you for all your help
Pat Stone
  
 
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   Magnus Carter 
 
 
 
 Trustindex verifies that the original source of the review is Google. I can unhesitatingly recommend Mike Smith's services.  Always straightforward to deal with, honest in his assessments and fully responsive to needs.

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We are independent financial advisers based in Clevedon, specialising in Pensions, Investments, Protection, and Equity Release. We serve clients across the wider South West – including Portishead, Nailsea, and Weston-Super-Mare – as well as many clients throughout South Wales, we deliver bespoke financial advice tailored to the needs of individuals and small-to-medium-sized businesses. Our independence ensures that our recommendations are objective and free from provider influence, allowing us to act solely in the best interests of our clients.

All of our advisers are fully qualified and are members of the Personal Finance Society, reflecting our commitment to professional excellence. We also provide a complimentary initial consultation for prospective clients, giving both parties the opportunity to determine whether our services are appropriate and of value.

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