Smith Eliot Financial Management

Financial Adviser in Oakham, Rutland

Selecting an adviser to work with you to achieve your financial goals can be a daunting task.

 

At Smith Eliot Financial Management Ltd we provide our clients with a transparent, bespoke and dedicated service to enable them to meet their financial objectives and to look to the future with confidence and optimism.

 

We build long term trusted relationships with our clients and believe that this is because of the quality of the service we provide, our frankness, availability and integrity. We also find that most of our new clients are personal introductions from existing ones.

 

We specialise in:

  • Investment Planning
  • Retirement Planning
  • Mortgages
  • Family Protection
  • Tax, Trust and Estate Planning

Contact details

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Phone

01572 759759

 

Address

35 Market Place
Oakham
Rutland
LE15 6DT

List of Services

Investments

  • Bonds
  • BPR
  • EIS
  • Investments
  • ISAs
  • Unit Trusts
  • VCT

Mortgages

  • 1st Time Buyer
  • Buy to Let
  • Commercial
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Ownership

Pensions

  • Personal Pensions
  • Drawdown*
  • Defined benefit advice
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Level Term
  • Permanent Health Insurance
  • Whole of Life

Business Insurance

  • Key Person
  • Share Protection
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Trusts are not regulated by the Financial Conduct Authority.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual cirmcumstances.

 

* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

The Partner Practice 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 6887152. Registered Office: 1 High Street, Exton, Oakham, LE15 8AS.

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