Oakham-based financial management company opens office in Stamford as workload grows

The team at Smith Eliot Financial Management Ltd.

The team at Smith Eliot Financial Management Ltd.

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A financial management company in Oakham is exapnding and creating jobs with the opening of an office in Stamford.

Smith Eliot Financial Management has recruited three more members of staff with the opening of the premises in Stamford’s Ironmonger Street.

Stamford and Rutland are thriving areas and we have seen a big increase in enquiries over the past couple of years.

Stephen Smith, managing director

The company, of Market Place, Oakham, was established in the town 30 years ago and now has 12 employees.

The expansion into Stamford has been made in response to growing demand for its services.

Smith Eliot’s managing director, Stephen Smith, said: “Stamford and Rutland are thriving areas and we have seen a big increase in enquiries over the past couple of years.

“We always aim to provide the best possible service, and our new office in the heart of Stamford will be very convenient to many of our clients.

He added: “We are a family business and family values such as trust, respect and honesty, drive everything we do.

“That’s why we want to make things as easy as possible for the people we work with.”

The business provides advice and services across a range of financial matters, including investments, retirement planning, mortgages, family protection, and tax, trust and estate planning.

The company has hundreds of clients in the Rutland and Stamford area.