Mike Fosberry

Director
National head of financial services
T: 020 7131 4250
E: mike.fosberry@smith.williamson.co.uk

Mike's clients include companies, professional partnerships and their partners and high net worth individuals. He has been involved in advising on pensions and related financial planning issues for some 30 years, including retirement and investment planning, discretionary fund management, retirement planning and executive and employee benefit provision.

He has been a director at Smith & Williamson since 1984 and a member of our professional practices group since its inception, has lectured at many of our annual partnership seminars and is the author of the chapter on retirement planning in Tolley's professional partnership handbook.

Mike is a member of the securities institute and of the personal finance society where he holds the PFS diploma. He is also approved as a pensioneer trustee by the pension scheme office of the HM Revenue & Customs and as a trustee on behalf of Smith & Williamson Trust Corporation by the pension regulator. He is a regular commentator on financial issues in both the national and trade press.

Mike is a member of the board of the personal finance society which is part of the Chartered Insurance Institute and is a member of the working party of AIFA (Association of Independent Financial Advisers) on the retail distribution review.