Like us, all Partners of St. James’s Place Wealth Management are experts in their own right, some have exceptional expertise in specific and often highly technical areas. If your circumstances require this expertise for a particular issue, we will consult and if necessary introduce you to a specialist colleague from within the Partnership, just as we are consulted on particular areas by other Partners.
We often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.
Should you be looking for an Accountant or Solicitor we can refer you to one of our own contacts with whom we have established a professional relationship with.
35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU