Directors & Advisers
Smith Eliot has a talented team who provide a valuable service to our clients. By finding out what our clients want from us we can deliver an individual service which really works.
Stephen Smith
L.L.B. (Hons), DipPFS
Managing Director
Stephen Smith, with over 40 years of experience in the financial services sector, now serves as the Managing Director at Smith Eliot Financial Management. Holding an L.L.B. (Hons) and a Diploma in Personal Financial Services (DipPFS), Stephen has transitioned from his role as a Financial Adviser to focus solely on managing the firm.
Stephen's leadership is instrumental in guiding the company's strategic direction and ensuring the highest standards of service for clients. His extensive knowledge and experience continue to be a cornerstone of Smith Eliot Financial Management's success.
Outside of his professional life, Stephen enjoys sports cars, cricket, rugby, and Le Mans. He also loves creating gourmet meals for his friends and family.
THE AREAS I SPECIALISE IN ARE:
- Investment Planning
- Trust & Estate Planning
- Retirement Planning including advice on defined benefit pensions
- Management
- Trustee Investments
I can also provide access to Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place.
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.
* Trusts are not regulated by the Financial Conduct Authority.
