Smith Eliot Financial Management Limited - Oakham

Smith Eliot Financial Management Limited: A Comprehensive Guide

Located at the heart of Oakham, Smith Eliot Financial Management Limited is a reputable financial services company that has been providing exceptional guidance to its clients for years. In this article, we will delve into the company's services, location, features, and practical information, as well as highlight the positive aspects of reviews from satisfied clients.

Main Services

• Financial Planner: Smith Eliot Financial Management Limited offers expert financial planning services to help individuals achieve their long-term goals. From retirement planning to investment management, the company's team of experienced professionals will work closely with you to create a personalized plan that suits your needs.
• Investment Service: With a wide range of investment options, Smith Eliot Financial Management Limited can help you grow your wealth over time. The company's investment experts will work with you to create a diversified portfolio that meets your risk tolerance and investment goals.
• Mortgage Broker: If you are looking to purchase or refinance a property, Smith Eliot Financial Management Limited's mortgage broking services can help you navigate the complex process. The company's team of experts will work with you to find the best mortgage deal for your circumstances.
• Retirement Planning: Smith Eliot Financial Management Limited's retirement planning services are designed to help you make the most of your pension. From planning for your golden years to managing your retirement income, the company's experts will work with you to create a comprehensive plan that meets your needs.
• Investment Management: With a focus on long-term investment management, Smith Eliot Financial Management Limited's team of experts will work with you to create a diversified portfolio that meets your investment goals. From stocks and bonds to property and alternative investments, the company's experts will help you make informed investment decisions.

Location and Access

Smith Eliot Financial Management Limited is located at 35 Market Pl, Oakham LE15 6DT, United Kingdom. The company's address is easily accessible by car, bus, or on foot, with ample parking available nearby.

* Transportation: Oakham is well-connected to the rest of the country by bus and train. The nearest train station is Oakham Station, which is served by regular trains from London and other major cities. Bus services are also available, with regular routes connecting Oakham to nearby towns and cities.
* Parking: There is ample parking available at 35 Market Pl, including designated parking spaces for customers with disabilities.
* Accessibility: The company's building is wheelchair-accessible, with a ramp entrance and accessible toilets.

Featured Characteristics

Smith Eliot Financial Management Limited is committed to providing exceptional service to its clients. Some of the company's featured characteristics include:

* Language Assistance: The company offers language assistance for clients who may not speak English fluently. This includes interpretation services and bilingual staff.
* Wheelchair-Accessible Seating: The company's building has wheelchair-accessible seating areas, ensuring that all clients can access the facilities comfortably.
* Gender-Neutral Toilets: The company's toilets are gender-neutral, providing a safe and inclusive space for all clients.
* LGBTQ+ Friendly: Smith Eliot Financial Management Limited is LGBTQ+ friendly, with a team of experts who are committed to providing exceptional service to all clients, regardless of their background or identity.
* Transgender Safe Space: The company's building is a transgender safe space, providing a welcoming and inclusive environment for all clients.

Practical Information

If you are interested in learning more about Smith Eliot Financial Management Limited's services, here are some practical pieces of information you may find helpful:

* Website: You can visit the company's website at smitheliotfinancialmanagement.co.uk to learn more about their services and expertise.
* Phone: You can contact the company directly on 1572759759 to speak with one of their experts.
* Appointments: The company recommends making an appointment to ensure that you receive the best possible service. You can book an appointment online or by contacting the company directly.
* Opening Hours: The company's opening hours are Monday to Friday, 9:00 AM to 5:00 PM. You can contact the company to confirm their opening hours before visiting.

Reviews and Testimonials

Smith Eliot Financial Management Limited has received an average rating of 4.9/5 stars on Google My Business, with 57 reviews from satisfied clients. Some of the positive aspects of reviews include:

* Expertise: Many reviewers have praised the company's expertise and knowledge in the field of financial planning and investment management.
* Personalized Service: Reviewers have praised the company's personalized service, stating that the team is committed to understanding each client's unique needs and goals.
* Communication: Reviewers have praised the company's excellent communication skills, stating that the team is responsive and communicative throughout the entire process.
* Professionalism: Reviewers have praised the company's professionalism, stating that the team is courteous and respectful throughout the entire process.

Overall, Smith Eliot Financial Management Limited is a reputable and trustworthy financial services company that is committed to providing exceptional service to its clients. With its wide range of services, expert team, and welcoming facilities, the company is an excellent choice for anyone looking for reliable financial guidance.

👍 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!