Discover the
Smith Eliot difference.

Smith Eliot Financial Management is a leading financial management specialist providing discreet, quality advice and solutions to clients throughout Rutland and the East Midlands.

Our Services

We specialise in providing high quality personal advice on many aspects of wealth management,
advising clients of widely differing financial resources and of all ages.

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Investment Planning

Money doesn’t grow on trees. However, with the right investments, it can grow.

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Retirement Planning

When it comes to pensions, taking professional advice today can make the world of difference tomorrow.

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Tax & Trusts

Nobody likes to think about death, even though it’s arguably the most certain thing about life.

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Mortgages

For most of us, a mortgage is one of the biggest financial commitments we are likely to make in our lifetime.
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Protection Planning

When it comes to finances, many people don’t think about safeguarding their family and themselves until it’s too late.
Discretionary Fund Management

Discretionary Fund Management

Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place, can deliver truly bespoke investment solutions, all built on a foundation of sound financial planning.

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.

Trusts are not regulated by the Financial Conduct Authority.

Welcome to Smith Eliot Financial Management

Smith Eliot Financial Management is a leading financial management specialist providing discreet, 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 access to a variety of carefully selected fund managers of outstanding ability to manage the St. James’s Place funds. We believe in developing long-term relationships to provide our clients with trust, confidence and security. 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.

Bringing about change together

Smith Eliot Financial Management works closely with Rowan Dartington, the Discretionary Fund Management and Stockbroking branch of St. James’s Place, in order to allow you to reflect on your own personal values when you invest. Investing can be a way for you to bring about positive change in the world, by ensuring that the companies you invest in are operating in a responsible manner and excluding those involved in harmful practices.

The value of an investment with Rowan Dartington may fall as well as rise.  You may get back less than the amount invested.