Smith Eliot Financial Management Limited
- Company number
- 06887152
- Status
- Active
- Type
- Ltd
- Incorporated
- 24 Apr 2009
- Nature of business
- Activities of insurance agents and brokers
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| SMITH, Lisa Johan | Director | 27 Jul 2021 | 29 Jul 2026 |
| SMITH, Stephen Courtney | Director | 24 Apr 2009 | 29 Jul 2026 |
| DYER, Gareth Stuart | Director | 29 Jul 2026 | |
| DYER, Rachel Helene | Director | 29 Jul 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Oliver Courtney Smith | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 2 Jan 2020 |
| Mrs Lisa Johan Smith | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
7 Feb 2021 | 29 Jul 2026 |
| Mr Stephen Courtney Smith | Ownership Of Shares 50 To 75 Percent | 6 Apr 2016 | 29 Jul 2026 |
| Dyer & Co Wealth Management Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
29 Jul 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Apr 2025 | £3,403,712 | £56,940 | 0 |
| 30 Apr 2024 | £2,695,198 | £104,989 | 12 |
| 30 Apr 2023 | £2,676,020 | £183,993 | 12 |
| 30 Apr 2022 | £2,470,133 | £162,100 | 16 |
| 30 Apr 2021 | £2,486,706 | £302,431 | 10 |
| 30 Apr 2020 | £3,613,791 | £314,215 | 12 |
| 30 Apr 2019 | £3,325,596 | £116,949 | - |
| 30 Apr 2018 | £3,107,758 | £296,113 | - |
| 30 Apr 2017 | £2,914,746 | £36,446 | - |
| 30 Apr 2016 | £134,351 | £75,147 | - |
| 30 Apr 2015 | £400,327 | £194,590 | - |
| 30 Apr 2014 | £331,976 | £48,825 | - |
| 30 Apr 2013 | £231,073 | £29,618 | - |
| 30 Apr 2012 | £190,568 | £40,599 | - |
| 30 Apr 2011 | - | - | - |
| 30 Apr 2010 | - | - | - |
Connections
Owned by
Smith Eliot Financial Management Limited → Dyer & Co Wealth Management Ltd
Directors’ other companies
- DYER, Gareth Stuart - Director at Dyer & Co Wealth Management Ltd
- DYER, Rachel Helene - Director at MJB Financial Planning Ltd
- DYER, Rachel Helene - Director at Dyer & Co Wealth Management Ltd
Registered address
557 companies are registered at this address - likely a registration agent.