I have over 10 years’ experience working within Financial Services. Specialising in pensions, investments and mortgages, I am able to provide my clients with bespoke, holistic financial planning to encompass all aspects of capital and income management up to and into retirement, including protection, tax-efficient investment, estate planning and preservation.
In 2010 I set up Smith and Pithers Financial Management, where I established a thriving business looking after my clients’ financial needs.
In December 2014, I decided to join my father at Smith Eliot Financial Management Ltd for two main reasons. Firstly, I believe that the products and services available through St. James’s Place Wealth Management will allow me to enhance the advice I provide to my existing clients. Secondly, my father and I understand it is important to build long term relationships with our clients and our clients’ families, as wealth, when managed well, tends to pass from generation to generation.
Smith Eliot Financial Management Ltd is excellently positioned, to meet the needs of all of the generations within a family and my joining means that the advice we provide and our family business can continue seamlessly in to the future.
It is important to be available to my clients at all times as, this is why I ensure that my clients have access to my personal mobile number.
Thank you for taking the time to read about the services I provide and if I can be of any help now or in the future, I look forward to hearing from you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.