Stephen Smith Email & Phone Number

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 services to both individuals and businesses. My emphasis is on maintaining a long-term relationship with my clients, and to provide… Show more 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 services to both individuals and businesses. My emphasis is on maintaining a long-term relationship with my clients, and to provide them with a source of trusted advice as their financial needs evolve over the years.St. James's Place is one of the UK's leading Wealth Management groups.My services include:-Retirement Planning-Onshore and offshore investment planning-Inheritance tax planning-Protection (Life, Critical illness, Income protection)-Corporate planning, access to corporate pension planning, access to corporate banking, employee benefits. Show less