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- 01572 759759
- enquiries.smitheliot@sjpp.co.uk
- Mon - Fri: 9am - 5pm
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.
L.L.B.(Hons) DipPFS
Financial Adviser
Managing Director
I have over 35 years of experience in the financial service sector. I specialise in pensions including giving advice on Defined Benefit Pension Schemes. I also advise on Inheritance tax and retirement planning.
DipFA
Financial Adviser
Director
I have a decade of experience in financial advice and specialise in Investment and Retirement planning as well as providing advice surrounding Mortgages and Protection.
FPFS Cert CII (MP & ER)
Chartered Financial Planner
Director
I am a Chartered Financial Planner with a wealth of experience in working within the Financial Sector. I provide guidance and advice regarding pensions, inheritance tax planning and life protection along with other associated protection products and services.
CeMAP
Mortgage Adviser
Director
With a wealth of knowledge in the business, I specialise in Mortgage and Protection advice. I love the personal, face to face element of the advice process.
DipPFS
Wealth Management Consultant
My work gives us the opportunity to discuss your financial dreams allowing me to help design and plan them into a reality by minimising your tax, maximising your savings, protect the journey and achieve your dream home.
FPFS Certs CII (SMP)(ER)
Financial Planner
I provide trusted expert financial advice to help you minimise tax, maximise wealth and protect against risk.
DipPFS Certs CII (MP)
Financial Adviser
I provide holistic financial planning advice to be able to help my clients review their needs both now and in the future.
DipPFS Certs CII (MP)
Financial Adviser
I’m passionate about working with professionals prior to retirement to help create holistic financial plans with a focus on intergenerational wealth management – helping you plan for today, tomorrow and the future.
DipPFS
Wealth Management Consultant
My work gives us the opportunity to discuss your financial dreams allowing me to help design and plan them into a reality by minimising your tax, maximising your savings, protect the journey and achieve your dream home.
FPFS Certs CII (SMP)(ER)
Financial Planner
I provide trusted expert financial advice to help you minimise tax, maximise wealth and protect against risk.
DipPFS Certs CII (MP)
Financial Adviser
I provide holistic financial planning advice to be able to help my clients review their needs both now and in the future.
DipPFS Certs CII (MP)
Financial Adviser
I deliver holistic financial planning advice to a range of clients including professionals, business owners and entrepreneurs to enable them to achieve their personal and financial goals.
Cert CII (MP)
Mortgage & Protection Adviser
I specialise in providing expert mortgage and protection advice across the UK. I look to work with my clients for the long term, therefore I support you to ensure you have a long-term strategy in place to reach your goals.
DipPFS Certs CII (MP) MBBS
Financial Adviser
I specialise in providing bespoke financial solutions and strategies to city professionals, business owners and entrepreneurs to help build and preserve wealth.
DipPFS Certs CII (MP)
Financial Adviser
I deliver holistic financial planning advice to a range of clients including professionals, business owners and entrepreneurs to enable them to achieve their personal and financial goals.
Cert CII (MP)
Mortgage & Protection Adviser
I specialise in providing expert mortgage and protection advice across the UK. I look to work with my clients for the long term, therefore I support you to ensure you have a long-term strategy in place to reach your goals.
DipPFS Certs CII (MP) MBBS
Financial Adviser
I specialise in providing bespoke financial solutions and strategies to city professionals, business owners and entrepreneurs to help build and preserve wealth.
Operations Director
I have worked with Stephen for nearly two decades now. As the Operations Director I keep the business on track and make sure everything runs smoothly.
CeFA & CeMAP
Training and Development Specialist
I have worked at Smith Eliot since 2015 and have had many roles in that time including Paraplanning, Client Servicing and Marketing. I now manage the Paraplanning team and oversee all training and development needs across the practice.
Marketing and Client Servicing Specialist
I have a background of marketing in the financial services industry. I manage all social media, advertising, and client servicing aspects of the business to ensure all clients are receiving the best service possible.
Mortgage Team Manager
I have worked at Smith Eliot since 2016. As Mortgage Operations Director, I work closely with the advisers to ensure we deliver and maintain a great level of service. I manage a busy mortgage team, who are always determined to make sure the job is done to the best of our ability. We pride ourselves on being approachable and efficient, and keeping clients updated is important to us.
Mortgage Relationship Manager
My role within the mortgage team is to oversee the solicitor process and support our clients throughout the final stages of their mortgage, making sure they are kept up to date every step of the way.
Certs CII (MP)
Financial Administrator
I am a Financial Administrator working closely with Jonny and the Mortgage team, dealing with all aspects of the mortgage process, ranging from assisting clients throughout to processing their applications.
Mortgage Relationship
Co-ordinator
I joined the team in November 2017, I am responsible for organising, dealing with and supporting the administration side of the mortgage team.
Appointment Maker
I have worked in the financial service industry for just over 23 years in a customer service role speaking to clients and partners over the telephone, making appointments, diary management and dealing with general enquiries that clients have.
PA to Lisa Smith
I have worked in the Financial Services Industry for just over 2 decades now and pride myself on excellent client service. I provide Lisa with administrative support, and I am the point of contact between Lisa and her clients to ensure that all queries are dealt with in the efficient manner that our clients deserve.
Financial Administrator
I joined Smith Eliot in June 2021, I work closely with the Paraplanning Team to assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records.
BA (Hons) DipPFS EFA™ CIPP™
Senior Paraplanner
I previously worked at Smith Eliot as an Adviser between 2014-2015 and I have now re-joined the team as a Senior Paraplanner. I provide Stephen and Lisa with the technical and administrative support needed to produce comprehensive recommendations and financial planning solutions and ensure that all queries are dealt with in the efficient and professional manner that our clients expect of us.
DipPFS
Senior Paraplanner
I have worked at Smith Eliot since 2016 and am undertaking my exams to become a fully qualified paraplanner. I provide Craig with all the key information needed to present a fully comprehensive report of each client’s position. I enjoy liaising with clients, making sure that queries are dealt with efficiently and with the utmost confidentiality.
Paraplanner
I have worked with Stephen for the past 7 years. I provide Stephen with a comprehensive level of technical and administrative support and I am the point of contact between Stephen and his clients daily to ensure they receive a seamless and exceptionally high level of service.
