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.
Stephen Smith, L.L.B.(Hons) DipPFS Director
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’.
We aim to deliver our commitment by:
If you would like us to contact you about your financial requirements, please complete your details below or call us on 01572 492370.
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.
We specialise in providing high quality personal advice on many aspects of wealth management,
advising clients of widely differing financial resources and of all ages.
Money doesn’t grow on trees. However, with the right investments, it can grow.
When it comes to pensions, taking professional advice today can make the world of difference tomorrow.
Nobody likes to think about death, even though it’s arguably the most certain thing about life.
Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place, can deliver truly bespoke investment solutions, all built on a foundation of sound financial planning.
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.
If you would like us to contact you about your financial requirements, please complete your details below or call us on 01572 492370.