Established in 2005, 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 office in Oakham.
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.
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.