Mike Smith
Director & Senior IFA
FPFS – Chartered Financial Planner
Mike has been working in financial services for 29 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 importantly 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.
Qualifications
- 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
Mason Smith
Apprentice Adviser
Mason recently finished his A-Levels (2021) and is actively working to pursue a career in financial services. We here at Mike Smith IFA are delighted to have taken him on as a trainee advisor, he has now passed his final examinations to become fully qualified – Well done Mason!
Kelly Smith
Office Manager & Head of Administration
Kelly is a highly experienced office manager who has worked in financial services for over 25 years. She has worked for large insurance companies throughout her career, and has been a valuable member of our team since we were founded in 2012.
Finlay Smith
Head Of IT and Technical Support
BSc – Computer Science
Finlay is our head of IT, and has a vast range of technical skills. Having been with us for 6 years, he is now a fully qualified with a BSc in Computer Science and is responsible for handling the technological aspects of the company.
Malia Smith
Administration Assistant
Malia is the newest member of our team. She has taken up an administrative role here at Mike Smith IFA while she studies business at college.