Welcome to Smith & Williamson, Finimize’s partner for bespoke, high-service, discretionary investment management.

Smith & Williamson are a UK-based, privately-owned, investment management and accountancy firm. Founded in 1884, we look after around £18bn in client assets (at 31 December 2016), and have over 170 qualified investment managers.


Please remember that investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

How to get started

  • Please fill out the form below, and Ned will be in touch shortly to introduce himself and Smith & Williamson shortly. In the meantime, some of the questions below may help you to learn a bit more about us and our service.
  • Please note Finimize does not share any of your personal details with us – your data remains with them, stored securely on their platform and that’s why we ask you to complete the form below.

Contact us

Ned Fox image
Ned Fox

Associate Director London

Private client investment management brochure
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