Smith Eliot Financial Management Ltd / Finance
My job is to help people make smart decisions about money.
Help meet your financial objectives | Have sufficient income in retirement | Protect you & your family financially from an unknown future | Finance your home
I specialise in delivering holistic, highly personalised face-to-face financial planning advice to individuals, families, trustees and businesses nationwide. I work with my clients and create bespoke financial solutions. I focus on:
• Building long term relationships
• Helping clients build and preserve their wealth
• Protecting them against risk
Smith Eliot Financial Management Ltd 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.
Smith Eliot Financial Management Ltd