- 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.
Financial Adviser
I provide holistic financial planning advice to be able to help my clients review their needs both now and for the going forward.
Training and Development Specialist
Vicki makes sure that everyone is up to speed with new procedures and systems.
Marketing and Client Servicing Specialist
Megan is behind all of Smith Eliot’s Advertising, Social Media, and Client Events.
Paraplanner & Executive Assistant to Stephen Smith
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.
Financial Administrator
Tommy is training as a Financial Administrator working closely with Jonny and the Mortgage team.
Mortgage Relationship Co-ordinator
Rosie joined us in November 2017 and is responsible for organising and dealing with the administration side of the mortgage team.
Paraplanner
Will works alongside the other paraplanners to research and prepare suitability reports to be presented to clients.
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
