Skip to contentClarengateINTELLIGENCE
Coverage & freshness About Clarengate
Companies/06887152

Smith Eliot Financial Management Limited

Activities of insurance agents and brokers · Leicester

ActiveUnited KingdomIncorporated 2009Private Limited Company
Register Ask analyst

Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 3 ceased
Dyer & Co Wealth Management LtdCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2026-07-29 · No cessation recorded

Source record 215058320
Show 3 ceased records
LS
Mrs Lisa Johan SmithIndividual
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2021-02-07 · Ceased 2026-07-29

Source record 218800598
SS
Mr Stephen Courtney SmithIndividual
Shares: over 50%, up to 75%

Notified 2016-04-06 · Ceased 2026-07-29

Source record 212132927
OS
Mr Oliver Courtney SmithIndividual
Shares: over 25%, up to 50%

Notified 2016-04-06 · Ceased 2020-01-02

Source record 212132928

People behind the business

Current appointments and the wider business interests of each person.

Appointments

2 current · 5 historical
RD
Rachel DyerCurrent director
Appointed 2026-07-29
+5 others
GD
Gareth DyerCurrent director
Appointed 2026-07-29
+8 others
Show 5 historical appointments
CP
Charlotte PotterResigned director
Resigned 2021-07-27 · 2 yrs · Manager
LS
Lisa SmithResigned director
Resigned 2021-07-27 · 5 yrs · Manager
CP
Craig PotterResigned director
Resigned 2020-01-03 · 4 yrs · Finance Adviser
OS
Oliver SmithResigned director
Resigned 2015-04-30 · 4 yrs · Investment Manager
SS
Stephen SmithResigned director
Resigned 2009-04-24 · 17 yrs · Finance Consultant

Board profile

People with appointments
2
Directors assessed
2
Median age
51
Under 35
0
65 and over
0
Disqualified match
None active