Smith Eliot Financial Management LTD
LE15, Oakham
(2)
LE15, Oakham
(2)
Established in 2005, Smith Eliot Financial Management is a strong family business, built on strong family values. Values such as respect, honesty and trust. Earning the long-term trust of our clients has been a guiding principle since this firm was established more than 30 years ago.
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2 customer reviews
Martin Whitefoot
I have used Smith Eliot on two occasions now to arrange a mortgage. Charlotte and Craig have been absolutely brilliant. Super responsive, quick and they go above and beyond. I feel like I'm working with friends because they care and put service at the absolute forefront of what they do. I would highly recommend them and will be letting all my friends know how good they are - 10* More...
Duncan Adams
Amazing people , outstanding advice , always assured of getting the feeling that my individual needs are been listened too and catered for, would highly recommend.
Retirement Planning
Retirement means different things to different people. But whatever kind of future you’re looking forward to, and regardless of your current stage of life, you need to plan now to make your retirement as comfortable as possible.
Investment Planning
Money doesn’t grow on trees. However, with the right investment planning, it can grow. Whether you want to invest to generate an income, or invest for growth, we can help. Our experienced team will provide top-quality advice and a wide range of investment solutions, designed to help you achieve your financial goals. All backed up with our first-class support and service.
Inheritance Tax & Estate Planning
Nobody likes to think about death, even though it’s arguably the most certain thing about life. When you die, what happens to your estate is already largely decided. For some people, this means that the single biggest beneficiary is HM Revenue & Customs.
But you can take steps now to make sure those you care about most, benefit most. And we can help you.
