David Hathaway Transport
Client since 2013
A leading Pallet Distribution, Pallet Storage, Road Haulage and Warehousing Company in the South West. Looking after customers since 1976. We have achieved an enviable reputation by concentrating on providing a high level service for our customers.
“Mike has been brilliant in helping us to set up a compliant company pension scheme well ahead of our staging date for auto enrollment. He met all our staff on a one-to-one basis to discuss their position and options. Our employees reposonded positively to his input and Mike remains their first point of contact for independant advice on pensions.
2014
Having set up the pension scheme, Mike’s on-going maintenance has been excellent and I’d have no hesitation recommending in his services.”
Michelle Crocker – Finance Director, David Hathaway Transport Limited
www.davidhathaway.co.uk
CHS Creative
Client since 2013
An independent, full service marketing agency delivering integrated campains for some of the UK’s most loved brands. Founded in 1973 by our chairman, Clive Holmes, CHS is a team of 55 marketers, planners, creative thinks, designers, digital creatives, techies, photographers and videographers. Our clients include Barclaycard, B&Q, Nando’s, Screwfix, EE, Carphone Warehouse, LV=, Subway and Lakelands.
“Mike has managed our pension provision at CHS for the last year and his advice has been both logical and impartial. Our staff have warmed to his personable manner and his ability to make a sometimes complex subject easy to understand. We look forward to working with Mike for many more years to come.
2014
Paul Hand – Director, CHS Creative
www.chscreative.com
Client Since 2022
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!
Client since 2016
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.
Client since 2014
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
Client since 2014
I can unhesitatingly recommend Mike Smith’s services. Always straightforward to deal with, honest in his assessments and fully responsive to needs.
Client since 2012
I have used Mike for a number of years now. He is very familiar with my circumstances and provides an excellent personalised service fully meeting my investment needs..
Client since 2016
Mike Smith IFA have been helping my wife and I for the last seven years, initially with our retirement planning and latterly with the ongoing management of our post retirement investments. The service and advice provided have been excellent. Recommended.
Client since 2024
I contacted Mike to arrange life insurance on recommendation of another client. Mike was professional and efficient and I would recommend him to anybody requiring independent financial advice for pensions and life insurance.
Client since 2012
Outstanding customer service for over 10 years for us. All aspects of what can be complex matters are explained incredibly clearly. Highly recommendable IFA.
Client since 2012
I can highly recommend Mike Smith IFA , he has looked after all of my Life Insurance , Business Insurance , Personal Pensions and financial matters for almost 14 years . Consistently professional advise at all times .