Vicki works in the Pensions and Investment Planning department where she works closely with the advisers.
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.
Mortgage Adviser
I specialise in Mortgage and Protection and love the personal, face to face element of the advice process.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Paraplanning Manager
Having graduated from the St. James’s Place 12 Month Paraplanner Academy earlier this year, Bridget manages the Pension and Investment Planning department.
Client Servicing Assistant
Rosie joined us in November 2017 and is responsible for enhancing the client service programme.
3 Ironmonger Street
Stamford
Lincolnshire
PE9 1PL
01780 437500
Email: simone.harley@sjpp.co.uk
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
