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.

Directors and Advisers

Stephen Smith

L.L.B.(Hons) DipPFS

Financial Adviser
Managing Director

  • 07973 349875

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

Craig Potter


Financial Adviser

  • 07985 367671

I have been working within the financial service industry for over 5 years.

Lisa Smith


Chartered Financial Planner

  • 07867 334046

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

Sean Connolly


Wealth Management Consultant

  • 07398 945678

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

Charlotte Smith


Mortgage Adviser 

  • 07545 532670

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

Nick Henbrey


Financial Adviser

  • 07961 049195

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

Bridget Maume

DipPFS Certs CII (MP)

Financial Adviser

  • 07841 531557

I provide holistic financial planning advice to be able to help my clients review their needs both now and for the going forward.

Support Staff

Jane van der Vloet

Operations Director


Jane keeps the business on track and makes sure everything runs smoothly.

Victoria King


Training and Development Specialist


Vicki makes sure that everyone is up to speed with new procedures and systems.

Megan Wright

Marketing and Client Servicing Specialist


Megan is behind all of Smith Eliot’s Advertising, Social Media, and Client Events. 

Caroline Cole

Paraplanner & Executive Assistant to Stephen Smith


Caroline provides reports for Stephen so that he can have a full picture of his clients’ financial position.

Jonny Smith

Mortgage Team Manager


Jonny, Stephen’s youngest son, re-joined Smith Eliot in 2016 after two years away.

Collette Bent

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.

Tommy Adams

Financial Administrator


Tommy is training as a Financial Administrator working closely with Jonny and the Mortgage team.

Rosie Bent

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.

Rachel Corby



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

Oliver Gammell



Oliver joined the Smith Eliot team last year working within our mortgage team, he now works closely with Nick.

Will Millett



Will works alongside the other paraplanners to research and prepare suitability reports to be presented to clients.