SMITH ELIOT FINANCIAL MANAGEMENT LIMITED

Company number 06887152 ·

Active

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Shareholders' funds

£3,403,712

Balance sheet as at 2025-04-30

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2009-04-24
Employees
8 (2025 accounts · was 10 in 2024)
Registered office
Park House, 37 Clarence Street, Leicester, England, LE1 3RW
Postcode
LE1 3RW
Capital
1,300 GBP
Accounts category
Total Exemption Full
Charges
0 outstanding

Accounts

Last made up to
2025-04-30
Next due by
2027-01-31
Financial year end
30 April

Confirmation statement

Last statement dated
2026-04-28
Next due by
2027-05-12
View filing history →

Nature of business (SIC)

  • 66220 Activities of insurance agents and brokers

Officers 2 current · 5 resigned

Lisa Johan SMITH Director
Appointed 2021-07-27
Appointed 2009-04-24

View all officers and resignations →

Group structure

Controlled by DYER & CO WEALTH MANAGEMENT LTD — since 2026-07-29

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — Z1761233 (Tier 2), registered since 2009.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
smitheliot.co.uk
Phone
01572759759

Wealth Management Services Oakham, Rutland & Surroundings. Smith Eliot are the areas leading wealth managers, Call today 01572 200071

Previous registered addresses 1

AddressChanged on
1 HIGH STREET, EXTON, OAKHAM, RUTLAND, LE15 8AS2016-09-05

Among its peers

Top 5%

by shareholders' funds, of 88 similar companies in LE

Among the biggest employers among its local peers (8 staff).

Among the oldest 25% of its local peers, trading since 2009.

No.3 of the largest activities of insurance agents and brokers companies in Leicester →

532 companies are registered at this postcode →

Competitors Leicester

This company ranks 3 among activities of insurance agents and brokers in Leicester.

Full league table →

The class of 2009

41%

of the 260 companies in this sector incorporated in 2009 are still active today; 56% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

Property in England & Wales 2 titles

Freehold
1
Leasehold
1
Most recent registration
2017-08-09
Where
Lincolnshire (1), Rutland (1)
Title numberCounty Tenure RegisteredPrice paid
LL375778 Lincolnshire Leasehold 2017-08-09
LT302200 Rutland Freehold 2013-01-29

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.