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Personal


Planning for your future financial security can be far more complex and confusing than you had imagined. You may make the wrong decision, or you may simply take no action at all. Either of these could have negative results.

We will explain your options in clear and simple terms, ensuring that you have all the information needed to make the decision that’s absolutely right for you and your family, giving you choice and flexibility. We will give your existing retirement planning a thorough health check, discuss and advise on tax efficiency in saving for retirement and how you can get the best return for your investment. In short we can help in any financial area or all.

Personal advice areas:

  • Retirement Planning including Occupational Pensions;
  • Retirement Options;
  • Investments;
  • Inheritance Tax Planning;
  • Family Protection.


So whether you are planning for retirement, want an overview of your current financial position or need the most suitable life assurance please contact us for a chat.

Some aspects of Inheritance Tax Planning are not regulated by the Financial Conduct Authority (FCA). The FCA has a consumer assistance site moneymadeclear.


Mike gave us honest advice on our pensions. Unlike another firm which was badgering us, in order to charge us commission. Mike did not try to sell us services which we don't need. We appreciate his honesty and would like to recommend him as he has integrity. In this day and age this quality is worth a great deal.

Ian, East Sussex
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Reviews and Ratings for Financial adviser Mike Fisher, Tonbridge