Senior Paraplanner
Vicki joined us in 2015. She has dipped in and out of various roles including Marketing Manager but Paraplanning is what she knows, Vicki has excellent organisational skills which have been put to great use in our ever changing company. She works closely with Lisa and Nick looking after client servicing. Vicki is a vital part of the Smith Eliot team bringing many years of financial services experience with her. Vicki and her husband Simon, also offer great support for our charity and client events ensuring they run as smoothly as possible.
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