About Smith Eliot financial managment
A local, family firm with your long-term interests at heart, Smith Eliot Financial Management is a leading financial management and Mortgage specialist providing discreet, top quality advice and solutions to our clients. With welcoming offices in Stamford and Oakham, we provide an exceptional level of service and professional advice across all financial matters:
Tax and Trust work*
As a Senior Partner Practice of St. James’s Place Wealth Management, we have exclusive access to a variety of carefully selected fund managers of outstanding ability to manage the St. James’s Place funds. We believe in long-term relationships. That way, you get the biggest benefits. From your very first contact with us you’ll see that we’re different to most other financial advisers. Discover the Smith Eliot difference for yourself and take the first step towards a more rewarding financial future. Your home may be repossessed if you do not keep up repayments on your mortgage.
Experience & Qualifications
As a financial advisor and mortgage specialist, i cover all areas of wealth management, this allows me to view the whole jigsaw of your financial situation and find the most suitable mortgages available today that will fit perfectly into your personal situation.
I am Qualified with the Chartered Insurance Institute (CII) For:
investment principles and risk