Established in 2009, Smith Eliot Financial Management is a proudly family-run firm based in Oakham, Rutland. We provide trusted, personalised financial advice to individuals and families across the UK, helping them build and protect long-term financial wellbeing.

Through years of unwavering dedication to client service and professional excellence, we are proud to have earned the prestigious title of Principal Partner Practice of St. James's Place. This recognition reflects our consistent commitment to delivering outstanding advice and building lasting relationships with our clients.

Our expertise spans key areas including:

• Financial Planning – Tailored strategies to help you achieve your life goals.
• Inheritance Tax Planning – Thoughtful solutions to preserve your legacy.
• Retirement Planning – Guidance to secure a comfortable and confident retirement.
• Mortgage Advice – Support through the home-buying journey, ensuring you find the right deal.
• Protection Solutions – Safeguarding you and your loved ones against life’s uncertainties.

At the heart of our approach is a commitment to delivering clear, practical advice that aligns with your personal goals—now and for the future.

We fulfil this commitment by:

• Offering personal, face-to-face financial advice tailored to your circumstances.
• Providing regular reviews to keep your financial affairs on track.
• Managing your investments through the distinctive St. James's Place approach.
• Keeping you informed about relevant news and changes that may affect your situation.
• Listening to your feedback to continuously improve our service.
• Ensuring all interactions are sensitive to your needs and aspirations.

Your home may be repossessed if you do not keep up repayments on your mortgage.