Smith Eliot Financial Management Limited - Oakham

Smith Eliot Financial Management Limited

Smith Eliot Financial Management Limited, situated at 35 Market Place in the heart of Oakham, is a distinguished financial services firm that has been serving the local community and beyond for many years. With a strong commitment to building personal, long-term relationships, the company places its clients at the heart of everything it does.

Main Services

• Financial Planning: Smith Eliot offers comprehensive financial planning services, tailored to each client's unique circumstances and goals. This includes retirement planning, investment planning, and tax planning strategies.
• Investment Services: The company provides a wide range of investment services, from stocks and shares ISAs to pension plans and offshore investments. They also offer specialist advice on ethical and sustainable investments.
• Mortgage Brokerage: Smith Eliot acts as a mortgage broker, assisting clients in finding the most suitable mortgage deals from a panel of lenders. They cater to various needs, including residential, buy-to-let, and commercial mortgages.
• Protection Services: The firm offers a range of protection services, including life assurance, critical illness cover, and income protection, to ensure clients' financial security and peace of mind.

Location and Access

Smith Eliot Financial Management Limited is located at 35 Market Place, Oakham, LE15 6DT, in the picturesque county of Rutland, United Kingdom. The office is situated in the town center, surrounded by local shops and amenities. Here's how to access the premises:

• By Car: Oakham is easily accessible via the A606 and A47 roads. There is limited on-street parking available near the office, with additional parking spaces found at the nearby Oakham Coach Park.
• By Public Transport: Oakham is well-served by public transport. The nearest train station is Oakham Station, approximately a 10-minute walk from the office. Several bus services also operate in the town, with stops nearby.

Featured Characteristics

Smith Eliot Financial Management Limited prides itself on providing a welcoming and inclusive environment for all clients. Some of the featured characteristics that set the firm apart include:

• Wheelchair-Accessible Seating: The office is designed to be wheelchair-accessible, with easy access to all areas for those with mobility impairments.
• Gender-Neutral Toilets: Smith Eliot offers gender-neutral toilet facilities to ensure all clients feel comfortable and respected during their visit.
• LGBTQ+ Friendly and Transgender Safe Space: The firm is committed to creating a safe and inclusive space for clients from all walks of life, including those who identify as LGBTQ+.
• Language Assistance: Smith Eliot can provide language assistance to clients who require it, ensuring that communication is clear and effective.
• St. James's Place Partnership: As a partner of St. James's Place Wealth Management, Smith Eliot has access to comprehensive financial planning and investment management services, backed by a leading UK wealth management group.

Practical Information

For those looking to get in touch with Smith Eliot Financial Management Limited, here are some practical details:

• Address: 35 Market Place, Oakham, LE15 6DT, United Kingdom
• Phone: 1572759759
• Website: smitheliotfinancialmanagement.co.uk
• Email: [email protected]
• Opening Hours: Monday to Friday, 9:00 AM to 5:00 PM (Please note that the opening hours may vary, and it is recommended to contact the firm for the most up-to-date information.)
• Appointments: Appointments are recommended and can be arranged by contacting the firm directly.

Positive Aspects from Reviews

With an average rating of 4.9/5 from 57 reviews on Google My Business, Smith Eliot Financial Management Limited has received overwhelmingly positive feedback from its clients. Some of the most frequently mentioned positive aspects include:

• Personal Touch: Many clients appreciate the personal touch and tailored approach that Smith Eliot offers, with advisors taking the time to understand each client's unique circumstances and goals.
• Expertise and Knowledge: The firm's experts are consistently praised for their extensive knowledge and experience in financial planning and investment management.
• Clear Communication: Smith Eliot is commended for its clear and concise communication style, ensuring that clients feel informed and empowered throughout the financial planning process.
• Professionalism and Integrity: The firm is repeatedly praised for its high standards of professionalism and integrity, with clients feeling confident in the advice they receive.

Smith Eliot Financial Management Limited stands out as a dedicated and trusted financial services provider, committed to building long-term relationships with its clients and helping them achieve their financial goals. With a comprehensive range of services, a convenient location, and a strong focus on client care, the firm is an excellent choice for those seeking expert financial guidance in Oakham and the surrounding areas.

👍 Reviews of Smith Eliot Financial Management Limited

Matt K.

5/5

I cannot recommend Sean, Johnny and his team enough at Smith Eliot Financial Management. I was recommended by my estate agent to speak to Sean after failing to secure a new mortgage for my next property.
Very good support and advice, and clear communication.
Sean has been amazing from the first day I was booked in until I received my offer from the lender this week.
Sean skills are incredible and managed to secure me a new mortgage that I thought was going to be impossible and also arranged for my new life insurance policy to be arranged too.
Sean and Johnny were always available if I had any questions and kept in touch with progress all the way.
Smith Eliot Financial Management team definitely offer a personal touch and I would highly recommend them.
They were amazing!

Jonathon B.

5/5

We worked with Sean Connolly on securing a mortgage for our new build property after a recommendation from my sister, and we cannot thank him and the team enough for their support from the start. We were first time buyers with a thousand and one questions (probably more than that!) and Sean has been fantastic the whole way through the process. Dealing with Sean's team has been easy and they have great communication. Both Sean and Natasha kept us up to date throughout and talking to them both was so easy. They are great at making you feel at ease when discussing all the serious stuff like debt, finances and life insurances and it is obvious that Sean and the team have your best interests at heart. We have now exchanged contracts for our house and look forward to moving day. I would recommend anyone in need of financial or mortgage advice to reach out to the Smith Eliot team.

Adam C.

5/5

Sean Connolly and his team at Smith Eliot Financial Management were outstanding. We were first time buyers and were a little nervous , Sean guided us through the whole process and explained everything, every step of the way. If we had any questions Sean was always on hand to answer them. Sean found us our mortgage and life insurance well within our desired budget. If I need any help regarding mortgages or finances in the future, Sean will be the first person I seek professional assistance from. Cannot recommend Sean highly enough.

Minakshee P.

5/5

I would like to thank Sean Connolly, of Smith Elliott Financial Management for his assistance in arranging my mortgage as a first time buyer.
Sean was extremely helpful throughout the process and his approachable manner allowed for easy and open discussions of my financial options.
Knowing that he always had my best interests in mind, I would happily recommend Sean and his team to my friends and family as a financial advisor.

Scott L.

5/5

Sean Connolly came to visit me to help sort out my remortgage. He was friendly and professional and listened to everything I wanted from my mortgage product.

During the process Natasha his assistant kept me up to date with the whole process.

I have already recommended Sean to my 2 sisters who have also used his services. Great company that I wouldn't hesitate to recommend.

James T.

5/5

The whole team were superb from start to finish. I first had an appointment with Sean to find the best mortgage deal for me. Even with a bit of bad credit the team were able to secure me lending. Communication was second to none throughout the process. The entire team made you feel almost like family, valued and always happy to answer any queries. They helped find me conveyancing solicitors at a very competitive rate and also found me a brilliant deal for life and critical illness cover. To anyone who is thinking of using these guys. Don’t wait they are amazing!

Many thanks again to Sean and the team!

Tim W.

5/5

I found Sean Connolly at Smith Eliot Financial Management to be a first-rate mortgage advisor who provided swift and helpful advice to help me with a new mortgage at a very competitive rate.

Sean clearly has an in-depth knowledge of the mortgage market, he’s a pleasure to work with and he charges no fee to the client. So he made the process of finding a new mortgage simple, stress-free and affordable.

I couldn’t recommend highly enough, and I’ll certainly return to Sean and Smith Eliot in the future when I need to look again for mortgage advice.

Shaun P.

5/5

Sean Connolly is a huge credit to the company. Being a first time buyer, I had a vague idea of the process but was not 100% sure so there were a lot of questions coming from me. Sean and I sat down and discussed all of the different options, as to what the best mortgage would be for me and we took it from there.

The process was super easy and any time I had any further questions and queries, Sean and his team around him were always on hand to answer them.

I can honestly say I will always recommend Sean and Smith Eliot to my family, friends and colleagues. Thanks again for all of your help and advice!