St. James's Place

A Distinctive Approach to Investment Management

Smith Eliot Financial Management are a Principal Partner Practice of St. James’s Place.

St. James’s Place was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE and is today one of the leading wealth management organisations in the UK. As a representative of St. James’s Place, our clients benefit from their distinctive approach to investment management, the backing and security of a FTSE 100 business and access to significant resource and technical specialists, where required.

St. James’s Place take responsibility for the due diligence on all the companies and products we make available to our clients. It is authorised and regulated by the Financial Conduct Authority.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group. More details of which are set out on the Group’s website.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.