Smith Eliot Financial Management are a Senior Partner Practice of St. James’s Place Wealth Management.
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.
Call us today on Oakham 01572 759759 to arrange an informal meeting – at a time and a place to suit you.
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.
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