Directors & Advisers

I have had a successful career within the financial service sector with over 35 years experience and a Director of Smith Eliot Financial Management Ltd, a Senior Partner Practice of St. James’s Place Wealth Management.

I left university in 1983 with a LL.B (Hons) and decided to pursue my career in the financial services industry. Since this time I have been providing sound advice to my clients in the areas of creating and managing wealth.

I feel it is important to enter into a partnership with my clients so that both parties work towards obtaining the goals of financial independence and tax efficiency.

I specialise in providing advice in investment planning, inheritance tax planning as well as retirement planning.

I like to spend my free time pursuing my interests in sports cars and following sports such as cricket, rugby, and Le Mans. I also enjoy producing gourmet meals for my friends and family.

The areas I specialise in are:

• Investment Planning
• Trust & Estate Planning
• Retirement Planning including advice on defined benefit pensions
• Management
• Trustee Investments

I can also provide access to Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

* Trusts are not regulated by the Financial Conduct Authority.