# Smith Eliot Financial Management Limited

## Details

- **Company number:** [06887152](https://find-and-update.company-information.service.gov.uk/company/06887152)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 24 Apr 2009
- **Registered office:** PARK HOUSE, 37 CLARENCE STREET, LEICESTER, LE1 3RW
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [Dyer & Co Wealth Management Ltd](/group/91507) (2 companies)



## 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 | - |



## Owned by

Smith Eliot Financial Management Limited → [Dyer & Co Wealth Management Ltd](/company/14216580)




## Directors' other companies

- [DYER, Gareth Stuart](/person/5551876) - director at [Dyer & Co Wealth Management Ltd](/company/14216580)
- [DYER, Rachel Helene](/person/5551927) - director at [MJB Financial Planning Ltd](/company/09258335)
- [DYER, Rachel Helene](/person/5551927) - director at [Dyer & Co Wealth Management Ltd](/company/14216580)



## Registered address

561 companies are registered at this address - likely a registration agent.