Discover The
Smith Eliot Difference.
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.

Who We Are
meet some of our team

Stephen Smith
Managing Director

Helen Totaro
Executive Assistant

Lisa Smith
Director
Chartered Financial Planner

Suzanne Carter
Executive Assistant

Rosie Bent
Operations Manager
Mortgage & Protection Adviser

Jack Lewin
Paraplanner

Jonny Smith
Mortgage Operations Director

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 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.

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.
