Our history

Smith & Williamson has been managing the financial affairs of private clients and their business interests for over a century.

Smith & Williamson first entered the Irish market in 2008 through the establishment of a Tax and Business Services division following a merger with Oliver Freaney & Co, itself established in 1958 and one of Ireland’s leading firms of chartered accountants and business and tax advisors.

In April 2011, the firm's existing Irish services were expanded with the launch of full service investment management, banking, and retirement planning capabilities.

Smith & Williamson was founded in Glasgow in 1881 and its organic growth has been complimented by key strategic acquisitions and hires including a merger with NCL (Securities) Limited - incorporating Cunningham Coates, one of Northern Ireland's leading financial institutions - in 2002 and the 2005 acquisition of Solomon Hare, an independent accounting and financial advisory firm.

Today, the firm is one of the largest independently owned investment managers in the UK in addition to being the country’s eighth largest accounting firm. 1,700 people operating from 12 offices in the UK, Ireland and Jersey, provide investment management, accounting and tax services to individuals, families, entrepreneurs, charities, trustees, professional advisers and businesses.

 

Meeting your needs

Independent

We are an independently-owned company, majority owned by our partners, staff and former employees. So our interests are closely aligned with yours.

Global presence

Clients often need advice on international matters. We work closely with financial and professional services firms around the world to help meet these needs.

Culture and values

It's not just what we do that matters, it's how we do it. We are approachable, professional, dedicated and proud of the firm's high standards that have enabled us to build enduring and positive client relationships.

 

Our credentials

Expert

We work with hundreds of growing businesses and the supply chain leveraging opportunities and tackling challenges. We understand how to create and evolve business infrastructure to successfully support growth.

Connected

Our offering is unique. No other firm can provide you such a wide range of personal, business and financing advice under one roof. Our truly multi-disciplinary expertise can be fully leveraged from day one or on an ad hoc basis as required.<>

Dedicated

You’ll receive hands-on support and advice from our partner led teams with a genuine understanding of your needs, as well as the connections and track record to deliver results.

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