About Us

Mike Smith

FPFS – Chartered Financial Planner

Mike has been working in financial services for 26 years. He is a Fellow of the Chartered Insurance Institute (CII), which is their highest awardable academic title. He has advanced qualifications in Pensions, Investments, Taxation and most imporatantly Financial Planning. Mike has a vast technical knowledge, however his key skill is to explain his advice in a clear and jargon free way, ensuring his clients clearly understand the advice they are given.


  • Financial Planning Certificate 1
  • Financial Planning Certificate 2
  • Financial Planning Certificate 3
  • Financial Administration FA1
  • Financial Administration FA2
  • Certificate Level ER1
  • Certificate Level CF8
  • Certificate Level CF9
  • Certificate Level GR8
  • Diploma Level J01
  • Diploma Level J02
  • Diploma Level J08
  • Diploma Level MAQ
  • Diploma Level SV1
  • Diploma Level R01
  • Advanced Diploma Level G10
  • Advanced Diploma Level G60
  • Advanced Diploma Level AF1
  • Advanced Diploma Level AF5
  • Pensions
  • Life Assurance
  • Equity Release
  • Long Term Care
  • Pensions Simplification
  • Group Risk
  • Personal Taxation
  • Trusts
  • Financial Planning
  • Mortgage Advise Qualification
  • Savings and Investments
  • Ethics
  • Advanced Pensions
  • Advanced Taxation and Trusts
  • Advanced Personal Taxation and Trusts
  • Advanced Hostilic Planning