Discover the Smith Eliot Difference

At Smith Eliot Financial Management, we provide clear, practical financial advice to individuals and families across the UK. Based in Oakham, Rutland, we offer support in financial planning, retirement planning, inheritance tax planning, mortgage advice, and protection solutions. Our approach is straightforward and tailored, helping you make informed decisions and manage your finances with confidence.

Your home may be repossessed if you do not keep up repayments on your mortgage.

How can we help you?

About us

We pride ourselves on building long-term relationships with clients.

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Testimonials

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I can't recommend Lisa & Smith Eliot highly enough. I always receive outstanding service. The support and advice has always been first class. Lisa always goes above and beyond, extremely happy!
Alison

SJP Approved 06/11/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: 35 Market Place, Oakham, Rutland, LE15 6DT.