Meet The Team

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.

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Directors and Advisers

Stephen Smith

L.L.B.(Hons) DipPFS

Director

I have had a successful career within the financial service sector with over 35 years experience.

Oliver Smith

DipPFS

Director

I have been working in financial services for over 7 years, specialising in mortgages & Pension Planning

Craig Potter

DipFA

Adviser

I have been working within the Financial Service Industry for over 5 years.

Lisa Smith

DipPFS

Wealth Management Consultant

Lisa has been working with St. James’s Place for 16 years.

Sean Connolly

DipPFS

Wealth Management Consultant

I am qualified as a financial adviser, achieving a long-standing ambition.

Charlotte Smith

CeMAP

Mortgage Adviser 

I specialise in Mortgage and Protection and love the personal, face to face element of the advice process.

Nick Henbrey

DipPFS (SMP)(ER)

Providing holistic face to face financial advice to individuals, families and businesses nationwide.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Support Staff

Jane van der Vloet

Executive Assistant to Stephen Smith

Jane started at Smith Eliot in 2004 after spending 8 years living in the Netherlands.

Caroline Cole

Paraplanner

Caroline provides reports to the advisers so that they have a full picture of their clients’ financial position.

Simone Harley

CeMAP​

Business Development Manager – Stamford

Simone has worked within Financial Services for over 10 years.


Victoria King

CeMAP

Paraplanner

Vicki works in the Pensions and Investment Planning department where she works closely with the advisers.
  

Rachel Corby

Mortgage Relationship Manager

Rachel has been with us since 2016 and is now a hugely important member of our team.

Jonny Smith

Client Relations Manager

Jonny, Stephen’s youngest son, has re-joined Smith Eliot after two years away.


Bridget Maume

DipPFS

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. 


Rosie Bent

Client Servicing Assistant

Rosie joined us in November 2017 and is responsible for enhancing the client service programme.


Izzy Thompson

Paraplanner

Izzie is our newest member, joining the company in April 2018.