Smith Eliot Financial Management
Financial Services • 
Oakham, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 35 Market Place, Oakham, England LE15 6DT, GB |
| Phone number | +441572759759 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Protection, Charity, Finance, Financial Advice, Retirement, Wealth Management, Mortgages, Finances, Pension Planning, Investment Planning, Inheritance, Later Life Planning, Equity Release*, Future Financial Planning |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Key Contact at Smith Eliot Financial Management
Stephen Smith
Managing Director
Smith Eliot Financial Management Email Formats
Smith Eliot Financial Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@sjpp.co.uk), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@sjpp.co.uk | 75% |
{first name}.{last name} | john.doe@sjpp.co.uk | 25% |
About Smith Eliot Financial Management
Our mission is to help grow and preserve your long-term wealth throughout life's ups and downs. We will identify your goals and objectives, liaise with other professionals and experts as needed, formulate advice and make recommendations, provide a full explanation of all our costs, charges and advice fees, provide advice backed by the St. James's Place guarantee and communicate with you, providing you with an agreed ongoing service. As soon as you meet us, you'll discover that we're different to most financial firms. Our business is driven by strong family values such as respect, honesty and trust. We're also friendly to deal with and place as much emphasis on developing relationships as we do on providing the best possible advice. This is important because a lasting relationship means we can help you plan more effectively for your future. Discover the Smith Eliot difference for yourself and take the first step towards a more rewarding financial future. Your home may be repossessed if you do not keep up repayments on your mortgage. *This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products Smith Eliot Financial Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management. 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). The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.
Smith Eliot Financial Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Smith Eliot Financial Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Smith Eliot Financial Management has never raised funding before.
Smith Eliot Financial Management Tech Stack
Discover the technologies and tools that power Smith Eliot Financial Management's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
WordPress plugins
Analytics
Form builders
Analytics
Maps
WordPress themes
Page builders
JavaScript libraries
CDN
UI frameworks
JavaScript libraries
Italy
Switzerland
United States
CanadaFrequently asked questions
4.8
40,000 users
