Discover The
Smith Eliot Difference.

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Who We Are

meet some of our team

Stephen Smith
Stephen Smith

Managing Director

Helen Totaro
Helen Totaro

Executive Assistant

Lisa Smith
Lisa Smith

Director
Chartered Financial Planner

Suzanne Carter
Suzanne Carter

Executive Assistant

Rosie Bent - Operations Manager
Rosie Bent

Operations Manager
Mortgage & Protection Adviser

Jack Lewin
Jack Lewin

Paraplanner

Jonny Smith
Jonny Smith

Mortgage Operations Director

Brandon Snoad
Brandon Snoad

Financial Administrator

Built on strong family values

About Smith Eliot

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.

Our Specialists

Our Services

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

The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. You may get back less than the amount invested.

Investing does not provide the security of capital associated with a deposit account with a bank or building society.

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As you journey through life, we are always here to help you and your family make the most of your wealth. Our values are intertwined with yours. This is a partnership for life.

Dont Just Take Our Word For It...

“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”

Early Years

Give your children and grandchildren a head start in life by planning for their education and their future now.

Starting Out

From getting onto the property ladder to starting your own family and growing your wealth, building strong foundations in life starts here.

Middle Years

Taking stock, reviewing your investments and planning for your future and your family’s future.

Later Years

Everything you need to know about retirement income choices, long-term care, inheritance tax and lifestyle planning.

Tools & Calculators