Some people think financial management is all about money. At Smith Eliot, we believe it’s also about people. People who care. That’s how we have built our business; on family values such as respect, honesty and trust.
You see, we are not just some faceless, corporate finance company. We are a team of talented specialists, who live locally and all of whom have your interests at heart. We pride ourselves on providing exceptional client service.
The company was set up 13 years ago, by local businessman Stephen Smith and his executive assistant, Jane van der Vloet. Three years ago, his son Oliver joined the firm as a director and since then the company has grown to a team of 12.
As operations director, Stephen’s wife Lisa has played a key role in growing the business. Now, Stephen’s youngest son, Jonny, and his daughter Charlotte also work for the company along with Charlotte’s husband, Craig. When we say we understand the importance of family, we really do.
Many of our clients have benefited from our advice over several years. In turn, they have introduced other members of their family, for us to look after all their financial planning needs. These cover investment planning and retirement planning, inheritance, mortgage and protection needs.
You’ll notice the difference as soon as you contact Smith Eliot. Our team and offices have an approachable, relaxed feeling and you’ll be dealing with people who really care. Trust us, you’ll soon feel part of the family.
Call today on Oakham 01572 759759 or Stamford 01780 437500 to arrange an informal meeting – at a time and a place to suit you.
Your home may be repossessed if you do not keep up repayments on your mortgage.