Smith Eliot Financial Management Ltd
Reference number: 439711
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No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 20 September 2005.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Last known website
smitheliotfinancialmanagement.co.uk
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Last known phone number
07973 349875
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Last known address
35 Market Place, Oakham, Leics, LE15 6DT, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When smitheliotfinancialmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 07973 349875 is
- Who else gives the postcode LE15 6DT
Other names (1)
If you were contacted under any of these names, it is this firm.
- Stephen Smith Former name: A name it was registered under before.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
FCA disciplinary action and complaints
No FCA disciplinary action. The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- SMITH ELIOT FINANCIAL MANAGEMENT LIMITED
- Company number
- 06887152 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 24 April 2009 (17 years old)
- Registered office
- Park House, 37 Clarence Street, Leicester, LE1 3RW, England
- Nature of business
-
- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Rachel Helene Dyer | Director | May 1978 | 29 Jul 2026 | 5 other companies |
| Gareth Stuart Dyer | Director | Jan 1973 | 29 Jul 2026 | 6 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 6
- closed down
- 4
- is FCA-registered
- 1
In the full report: all 6 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 5 companies these 2 directors run together
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£3.40m
+26% from £2.70m
Cash at bank
£56.9k
−46% from £105k
Owed within a year
£414k
−1.2% from £419k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 06887152. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Smith Eliot Financial Management’s history from the FCA register and Companies House, newest first.
2026
29 July 2026
- Board replaced: both directors left and 2 new directors took over
- Dyer & Co Wealth Management Ltd took control (75–100% of shares)
- Lisa Johan Smith stopped being a part-owner
- Stephen Courtney Smith stopped being the majority owner
Companies House
2021
7 February 2021
- Lisa Johan Smith became a part-owner (25–50% of shares)
Companies House
2020
2 January 2020
- Oliver Courtney Smith stopped being a part-owner
Companies House
2016
6 April 2016
- Oliver Courtney Smith became a part-owner (25–50% of shares)
- Stephen Courtney Smith became the majority owner (50–75% of shares)
Companies House
2009
21 December 2009
- Changed its registered name from "Stephen Smith"
FCA register
24 April 2009
- Incorporated at Companies House
Companies House
2005
20 September 2005
- Stopped being an appointed representative
FCA register
In the full report: all 23 events
- All 23 events in its history (11 shown here)
- Every director appointment and resignation: 12
Firms connected to Smith Eliot Financial Management
Other FCA-listed firms that share a director, phone number or address with Smith Eliot Financial Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
Firms like Smith Eliot Financial Management
Other firms of the same type (insurance broker), nearest first.
In Oakham
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Smith Eliot Financial Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 6 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 23 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk