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About Us

Smith Eliot Financial Management is a strong family business, built on strong family values. Values such as respect, honesty and trust. Earning the long-term trust of our clients has been a guiding principle since this firm was established more than 30 years ago. It’s one of the reasons why so many of our original clients still choose us and recommend us to their family and friends. This is important to you, because a lasting relationship means we can give you the best advice and help you plan effectively for your future. You see, your interests are at the heart of everything we do. That’s why we go out of our way to make things easy, like arranging convenient face-to-face meetings at your home or workplace, as well as at our offices in Oakham and Stamford. We also take the time to get to know you; to really understand your aims and objectives. This kind of personal service means we are able to provide tailored investment solutions that are right for you, and not just something ‘off the shelf’. Our knowledge and experience is second to none and because we’re backed by a leading FTSE 100 investment management specialist – St. James’s Place Wealth Management – you can look forward to the future with optimism. Discover the Smith Eliot difference for yourself and take the first step towards a more rewarding financial future. Call us today on Oakham 01572 759759 or Stamford 01780 437500 to arrange an informal meeting – at a time and a place to suit you.