Our people

We are a people business and the success of our firm is based on the strength of our client relationships and the quality of our staff and partners.


Our clients tell us that they value long-term relationships which enable us, as their advisers, to gain in-depth knowledge of their personal financial affairs and/or business requirements. Our service is partner-led and we pride ourselves on ensuring that clients are always able to reach senior people and decision-makers as and when they need to.


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Smith & Williamson pooled funds

Investment management - Funds

With a high percentage of staff ownership, our culture and values focus on being professional, trustworthy and effective. And we always aim to provide an excellent service to professional advisers.

Planning your finances for the future

Your financial needs and those of your family will change over your lifetimes. Thinking ahead and planning for changes in the family and your retirement can give you peace of mind that you’re on course for your longer-term objectives.

Private client tax services

Private client tax services

Tax is likely to represent the biggest financial outlay over your lifetime, yet many of us are simply too busy to ensure our tax affairs are in order and we’re not overpaying.

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