Who We Are

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 & Advisers

Stephen Smith

Stephen Smith

L.L.B.(Hons) DipPFS

Financial Adviser

Managing Director

I have over 35 years of experience in the financial service sector. I specialise in pensions, also advise on Inheritance tax and retirement planning.

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Lisa Smith

FPFS Cert CII (MP & ER)

Chartered Financial Planner

Director

I am a Chartered Financial Planner with a wealth of experience in working within the Financial Sector. I provide guidance and advice regarding pensions, inheritance tax planning and life protection along with other associated protection products and services.

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Sean Connolly

DipPFS

Wealth Management Consultant

Seasoned financial adviser with a passion for guiding clients toward financial success. Specialising in personalised wealth management, investment strategies, and retirement planning. Committed to empowering individuals to achieve their financial goals through strategic and informed decision-making. Let’s navigate your financial journey together.

Craig Allan

Cert CII (MP)

Financial Advisor
I have been in financial services for over 10 years across Rutland / Lincolnshire and Nottinghamshire ensuring clients feel confident with their financial plans and objectives. I enjoy helping families enjoy the benefits from building a great financial plan
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Charlotte Smith

CeMAP

Mortgage Adviser

Director

With a wealth of knowledge in the business, I specialise in Mortgage and Protection advice. I love the personal, face to face element of the advice process.

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Will Millett

DipPFS Certs CII (MP)

Financial Adviser

I’m passionate about working with professionals prior to retirement to help create holistic financial plans with a focus on intergenerational wealth management – helping you plan for today, tomorrow and the future.

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Craig Potter

DipFA

Financial Adviser

Director

I have a decade of experience in financial advice and specialise in Investment and Retirement planning as well as providing advice surrounding Mortgages and Protection.

Support Staff

Jonny-Smith

Jonny Smith

Mortgage Team Manager

I have worked at Smith Eliot since 2016. As Mortgage Operations Director, I work closely with the advisers to ensure we deliver and maintain a great level of service. I manage a busy mortgage team, who are always determined to make sure the job is done to the best of our ability. We pride ourselves on being approachable and efficient, and keeping clients updated is important to us.

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Rosie Bent

Operations Manager
I joined the team in November 2017, I am responsible for managing the operations side of Smith Eliot to ensure the smooth running of the business
Helen Totaro

Helen Totaro

Executive Assistant to Stephen Smith

Helen has worked within financial services for over 20 years. Along with being the first point of contact when you walk through our door, Helen provides the company with all types of administrative support and is the point of contact between Stephen and many of his clients. Helen is a valuable member of the team, ensuring the smooth running of the office on a day-to-day basis and liaising with clients to ensure all queries are dealt with swiftly and efficiently.
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Suzanne Carter

Executive Assistant to Lisa Smith

Suzanne has worked in the Financial Services Industry for just over 20 years and prides herself on excellent customer service. Suzanne has an extensive knowledge of St. James’s place, the services we provide and the industry itself.  Suzanne provides Lisa with all types of administrative support and expertise and is the point of contact between Lisa and all of her clients to ensure that all queries are dealt with efficiently.

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Linda Parkin

Appointment Maker

I have worked in the financial service industry for just over 23 years in a customer service role speaking to clients and partners over the telephone, making appointments, diary management and dealing with general enquiries that clients have.

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Natasha Benniston

Cert CII (MP)

Personal Assistant to Sean Connolly
Experienced personal assistant dedicated to enhancing efficiency and organisation. Adept at managing schedules, coordinating tasks, and providing seamless support to Sean and his clients. Committed to delivering exceptional service tailored to individual needs. Let’s streamline your life together.
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Collette Bent

Mortgage Relationship Manager

My role within the mortgage team is to oversee the solicitor process and support our clients throughout the final stages of their mortgage, making sure they are kept up to date every step of the way.

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Jade Ferrar

Client Servicing & Marketing Specialist

Jade joined us in January 2023 and is responsible for ensuring quality servicing for all our clients as well as organising client events and maintaining compliance and marketing materials for Smith Eliot.  Jade plays a vital role in supporting the Partners and Administration Team within the practice to help ensure clients receive the level of service they expect from Smith Eliot.

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Becky Bradshaw

Financial Administrator

Becky is our newest member of the Smith Eliot Team, joining us in June 2023.  Becky has over 5 years experience in the Financial Services Industry and prides herself on excellent customer service, and administrative support for the whole team speaking with external providers and liaising between clients and advisors.

Paraplanning Team

Jack Lewin

Jack Lewin

Lead Paraplanner
Jack has worked at Smith Eliot since 2021, initially as an administrator in the mortgage team before progressing to Paraplanner in the Pensions and Investments team in 2023. He works closely with Stephen and Lisa to ensure that we provide our clients with a professional service. Jack deals with technical queries, report writing, collating and analysing information from external providers in order to ensure that Stephen and Lisa have all of the information they need to deliver holistic and suitable advice to our clients.
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Emma Connolly

Paraplanner

Emma joined our team in June 2022 and oversees all Paraplanning and administrative support for Sean Connolly and is the point of contact between Sean and his financial service clients. She works closely with Sean and the Paraplanning team to ensure Sean’s clients are provided with an efficient and effective service, in order to enable Sean to provide thorough and holistic advice.  Emma speaks with external providers on a daily basis, writes reports and submits cases. She also liaises with Sean’s clients to ensure queries are delt with in a timely manner, and their cases are processed efficiently. Emma is working through her exams to become diploma qualified.

Max Kyte

Max Kyte

Trainee Paraplanner

Max has been working for Smith Eliot since 2021 and as part of the administrative support team, works with the paraplanners to ensure our financial advisers have the key information needed to give thorough, holistic advice. This includes speaking with external providers on a daily basis, obtaining information, conducting fund analysis reports and liaising with clients. Max is working towards his Diploma qualifications and is training to be a paraplanner
Natalie Wilson-Jones

Natalie Wilson-Jones

Trainee Paraplanner

Natalie joined our team in 2022 and is another valuable member of our client servicing and administrative support team. As part of administrative support team works together with the paraplanners to ensure financial advisers have all information they need to give thorough, holistic financial advice. Natalie collates and analyses information from external providers and her organisation skills are an asset to our team. She is training to become a paraplanner and is looking to work through her exams and become diploma qualified.

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Caroline Cole

Financial Services Team Leader

Caroline has been working at Smith Eliot since 2013 as a paraplanner and has a thorough knowledge and understanding of St. James’s Place, the services on offer and the everyday running of the company. She manages and oversees the financial services department, being a point of contact for both the financial advisers and the paraplanning team. Caroline deals with technical queries, report writing, and liaises with the Paraplanning Team Coordinator to deliver training and development. Caroline has a broad knowledge of the practice client bank and has built up strong professional relationships during her time with the company.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

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