Smith Eliot Financial Management

Smith Eliot Financial Management is a financial management specialist providing advice and solutions to clients in Rutland and the East Midlands. Established in 2005, the firm focuses on developing long-term relationships with clients to assist them in planning for their future.
  • ISAs
  • Mortgages
  • Tax and Trusts
  • Long Term Care
  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Discretionary Fund Management

Size
Small
Phone
01572 759759
Email
N/A
Locations
35 Market Pl, LE15 6DT
01572759759
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
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Grayson Lewis
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Efficient Portfolio
Efficient Portfolio is a financial planning firm dedicated to helping clients clarify and achieve their financial dreams and goals through expert advice.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Smith Eliot Financial Management is operated by Smith Eliot Financial Management Limited and is a Active company incorporated on 24 April 2009 with the registered office located in Oakham, Rutland. Smith Eliot Financial Management Limited was registered 16 years ago.

Status
Active
Size
Micro
Directors
2
Age
16 years old
Employees
8
Turnover
Unreported
Total Assets
£4.82M
Cash in Bank
£104.99K
Total Liabilities
-£2.13M

Director • Manager • British • Lives in England • Born in Mar 1968
Director • PSC • Finance Consultant • British • Lives in England • Born in Apr 1958
Teams
All
7
Finance
5
Executive Support
1
Executive
1
Executive Assistant • Joined Aug 2021
Managing Director • Joined Mar 2004
Wealth Management Consultant • Joined Jan 2012
Senior Paraplanner • Joined Jun 2024
Mortgage Advisor • Joined Mar 2019
Paraplanner • Joined Mar 2023
Financial Services Trainee • Joined Feb 2024
Wealth Management Consultant • Joined Jan 2012
Senior Paraplanner • Joined Jun 2024
Mortgage Advisor • Joined Mar 2019
Paraplanner • Joined Mar 2023
Financial Services Trainee • Joined Feb 2024
Executive Assistant • Joined Aug 2021
Managing Director • Joined Mar 2004