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:
I can also provide access to Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place.
* Trusts are not regulated by the Financial Conduct Authority.