Welcome to Smith Eliot Financial Management

A local, family firm with your long-term interests at heart

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

With welcoming offices in Stamford and Oakham, we provide an exceptional level of service and professional advice across all financial matters:

  • Investment planning
  • Retirement planning
  • Mortgages
  • Protection
  • Tax and Trust work*

As a Senior Partner Practice of St. James’s Place Wealth Management, 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.

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

*Trusts are not regulated by the Financial Conduct Authority.

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 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.

Investment Planning

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

Retirement Planning

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

Tax and Trusts

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

Mortgages

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

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

Rowan Dartington can deliver truly bespoke investment solutions, all built on a foundation of sound financial planning.