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.
Money doesn’t grow on trees. However, with the right investments, it can grow.
When it comes to pensions, taking professional advice today can make the world of difference tomorrow.
Nobody likes to think about death, even though it’s arguably the most certain thing about life.
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.
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.
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 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.
*Trusts are not regulated by the Financial Conduct Authority.
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.