Retirement means different things to different people. But whatever kind of future you’re looking forward to, and regardless of your current stage of life, you need to plan now to make your retirement as comfortable as possible.
We will start by reviewing your current pension arrangements and goals. Then, provide you with choices appropriate to your retirement objectives.
We aim to deliver our commitment by:
Retirement Planning
Carefully chosen products and solutions to achieve the things that matter to you in your ideal timeframe.
Maximising Your Pension Fund
Making your pension go further, taking into account the latest legislation and tax regulations.
Near Retirement Advice
Helping you make the right choices about how to use your pension fund, including Drawdown and annuities.
Self-Invested Pension Plans (SIPPs)
Tax-efficient and flexible pension savings plans aligned with your long term financial goals and objectives.
Self-Employed
Specialist consultative advice on the need and importance of contribute to an individual pension scheme.
We Can Help
When it comes to pensions, taking professional advice today can make the world of difference tomorrow.
Smith Eliot has a talented team who provide a valuable service to our clients.
By finding out what our clients want from us we can deliver an individual service which really works.
If you would like us to contact you about your financial requirements, please complete your details below.
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