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Stephen Smith

L.L.B.(Hons) DipPFS

Financial Adviser
Managing Director

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.