Solutions for your financial goals

Financial Advisers

Whatever your financial goals are, we have a solution to help you

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. 

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

Start Your Financial Journey

If you would like us to contact you about your financial requirements, please complete your details below or call us on 01572 492370.

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.

Our Services

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.

investment-planning-cta-crop

Investment Planning

Money doesn’t grow on trees. However, with the right investments, it can grow.

retirement-planning-cta-crop

Retirement Planning

When it comes to pensions, taking professional advice today can make the world of difference tomorrow.

tax-and-trusts-cta-crop

Tax & Trusts

Nobody likes to think about death, even though it’s arguably the most certain thing about life.

mortages-cta-crop

Mortgages

For most of us, a mortgage is one of the biggest financial commitments we are likely to make in our lifetime.
protection-planning-cta-crop

Protection Planning

When it comes to finances, many people don’t think about safeguarding their family and themselves until it’s too late.
Discretionary Fund Management

Discretionary Fund Management

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.

Contact Us Today

If you would like us to contact you about your financial requirements, please complete your details below or call us on 01572 492370.