Financial Advisers
Whatever your financial goals are, we have a solution to help you.
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Why Smith Eliot?
We’re built on 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.
I feel it is important to enter into a partnership with my clients so that both parties work towards obtaining the goals of financial independence and tax efficiency.
Our goal is to understand you.
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 commitment to you
We aim to deliver our commitment by:
- Face-to-face financial advice
- Regular financial reviews
- News & industry updates
- Ensuring that our dealings with you are sensitive to your needs
Our Services
Investment Planning
From Bonds to ISA’s, we can help you plan your future with investment opportunities built around your life goals. We’ll guide you through the maze of investing.
Discretionary Fund Management
Ideal if you want to delegate the day-to-day management of your investments, we have access to a range of complementary investment solutions available through Rowan Dartington.
Retirement Planning
When it comes to pensions, taking professional advice today can make the world of difference tomorrow. We’re here to help regardless of where you are in your retirement journey.
Tax and Trusts
Nobody likes to think about death, even though it’s arguably the most certain thing about life. You can take steps now to plan so those you care about most, benefit most.
Mortgages
We also offer a wide range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, which means we can provide a solution tailored to your needs.
Protection Planning
When it comes to finances, many people don’t think about safeguarding their family and themselves until it’s too late. That’s why we’re here to help.
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 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 invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependant on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
Meet The Team
Smith Eliot has a talented team who provide a valuable service to our clients.
By finding out what our clients want from us we can deliver an individual service which really works.
Contact Us
If you would like us to contact you about your financial requirements, please complete your details below.
