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Stephen Smith Email & Phone Number

Managing Director at Smith Eliot Financial Management Ltd | Financial Adviser | Inheritance Tax & Estate Planning | Retirement Planning | Investment Planning | Rutland & East Midlands at Smith Eliot Financial Management Ltd
Location: Leicester, England, United Kingdom 2 work roles 1 school
1 work email found @sjpp.co.uk LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email s****@sjpp.co.uk
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Role
Managing Director at Smith Eliot Financial Management Ltd | Financial Adviser | Inheritance Tax & Estate Planning | Retirement Planning | Investment Planning | Rutland & East Midlands
Location
Leicester, England, United Kingdom
Company size

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Quick answer

Stephen Smith is listed as Managing Director at Smith Eliot Financial Management Ltd | Financial Adviser | Inheritance Tax & Estate Planning | Retirement Planning | Investment Planning | Rutland & East Midlands at Smith Eliot Financial Management Ltd, a company with 9 employees, based in Leicester, England, United Kingdom. AeroLeads shows a work email signal at sjpp.co.uk and a matched LinkedIn profile for Stephen Smith.

Stephen Smith previously worked as Managing Director at Smith Eliot Financial Management Ltd and Wealth Manager at Legal & General. Stephen Smith studied at Berkhamsted Boys.

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Email format at Smith Eliot Financial Management Ltd

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{first}.{last}@sjpp.co.uk
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Profile bio

About Stephen Smith

We have been a Senior Partner Practice with St. James's Place since 2004 and have been offering expert pension & investment planning advice to directors in the local area for the last 30 years. Our pension services are designed to make your pension go further, taking into account the latest legislation and tax regulations. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.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 http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved xx/xx/xxxx

Listed skills include Investments, Equities, Asset Managment, Risk Management, and 23 others.

Current workplace

Stephen Smith's current company

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Smith Eliot Financial Management Ltd
Smith Eliot Financial Management Ltd
Managing Director at Smith Eliot Financial Management Ltd | Financial Adviser | Inheritance Tax & Estate Planning | Retirement Planning | Investment Planning | Rutland & East Midlands
35 Market Place, Oakham,England LE15 6DT,United Kingdom
Employees
9
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2 roles

Stephen Smith work experience

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Managing Director

Current

I have been involved with all aspects of Wealth Management over the past 35 years, and specialise in Inheritance Tax planning, Retirement planning and Investment Planning. Smith Eliot Financial Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management, and we are based in Oakham and Stamford within Rutland.I provide a wide range of.

Mar 2004 - Present
Team & coworkers

Colleagues at Smith Eliot Financial Management Ltd

Other employees you can reach at smitheliotfinancialmanagement.co.uk. View company contacts for 9 employees →

1 education record

Stephen Smith education

  • Berkhamsted Boys
    Berkhamsted Boys
FAQ

Frequently asked questions about Stephen Smith

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What company does Stephen Smith work for?

Stephen Smith works for Smith Eliot Financial Management Ltd.

What is Stephen Smith's role at Smith Eliot Financial Management Ltd?

Stephen Smith is listed as Managing Director at Smith Eliot Financial Management Ltd | Financial Adviser | Inheritance Tax & Estate Planning | Retirement Planning | Investment Planning | Rutland & East Midlands at Smith Eliot Financial Management Ltd.

What is Stephen Smith's email address?

AeroLeads has found 1 work email signal at @sjpp.co.uk for Stephen Smith at Smith Eliot Financial Management Ltd.

Where is Stephen Smith based?

Stephen Smith is based in Leicester, England, United Kingdom while working with Smith Eliot Financial Management Ltd.

What companies has Stephen Smith worked for?

Stephen Smith has worked for Smith Eliot Financial Management Ltd and Legal & General.

Who are Stephen Smith's colleagues at Smith Eliot Financial Management Ltd?

Stephen Smith's colleagues at Smith Eliot Financial Management Ltd include Max Kyte, Natasha Benniston, Suzanne Carter, and Lisa Smith Fpfs, Certs Cii Mp And Er Solla.

How can I contact Stephen Smith?

You can use AeroLeads to view verified contact signals for Stephen Smith at Smith Eliot Financial Management Ltd, including work email, phone, and LinkedIn data when available.

What schools did Stephen Smith attend?

Stephen Smith studied at Berkhamsted Boys.

What skills is Stephen Smith known for?

Stephen Smith is listed with skills including Investments, Equities, Asset Managment, Risk Management, Strategic Planning, Portfolio Management, Investment Banking, and Capital Markets.

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