- 01572 759759
- enquiries.smitheliot@sjpp.co.uk
- Mon - Fri: 9am - 5pm
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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.
Financial Adviser
Managing Director
Chartered Financial Planner
Director
Mortgage Adviser
I specialise in Mortgage and Protection and love the personal, face to face element of the advice process.
Financial Adviser
Providing holistic face to face financial advice to individuals, families and businesses nationwide.
Client Servicing Assistant
Rosie joined us in November 2017 and is responsible for enhancing the client service programme.
Mortgage Team Manager
Jonny, Stephen’s youngest son, re-joined Smith Eliot in 2016 after two years away.
Mortgage Relationship Manager
Collette joined the Smith Eliot team last year just in time for us to utilise her exceptional event management skills for our Solving Kids Cancer Charity Ball.
Defined Benefit Pension Specialist Paraplanner
Bridget works closely with Stephen and Lisa on the most technical aspect of the business which we advise on.
Senior Paraplanner
Vicki works closely with Lisa and Nick to ensure clients are kept up to date.
35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU
