Paraplanner
Oliver joined the Smith Eliot team last year within our mortgage team, liaising with clients and processing mortgage applications. He now works closely with Sean and makes sure that all clients are kept up to date from start to finish in each mortgage case. Oliver is also joining the St. James’s Place Paraplanning Academy, studying for his Diploma in Personal Financial Planning.
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