Wealth Management Services, Oakham, Rutland

Smith Eliot Financial Management is a leading financial management specialist providing discreet, top quality advice and solutions to clients throughout Rutland and the East Midlands. With a welcoming office in Oakham, we provide an exceptional level of service and professional advice across all financial matters.

As a Principal Partner Practice of St. James’s Place, 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.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

“I can’t recommend 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!”

“Smith Eliot actively manages my, and my mother’s portfolios. This active management team are keen and is much appreciated”