- 01572 759759
- enquiries.smitheliot@sjpp.co.uk
- Mon - Fri: 9am - 5pm
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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 where she works closely with the advisers, providing them with reports so that they have a full picture of their clients’ financial position.
Bridget mainly focuses on the more complex pension cases, and also puts together some of our more technical client facing reports.
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