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Our history
Smith & Williamson has been managing the financial affairs of private clients and their business interests for over a century.
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Our vision
Our vision is embedded in the business - in our culture, values and behaviours.
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Commitment to our clients
We are dedicated to delivering comprehensive independent advice rooted in an in-depth understanding of a client’s particular circumstances and ambitions.
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Alumni
Our alumni programme gives our former Smith & Williamson and Oliver Freaney & Company (OFC) alumni colleagues the opportunity to be part of our heritage.
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Global presence
Our international networks help us deliver first class solutions to clients, wherever they are active.
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Awards
Our values and the way we work at Smith & Williamson strike a chord with our clients and industry peers, demonstrated by the accolades we have collected and for which we have been shortlisted.
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Contact us
Contact us to speak to our accounting, audit, tax or business services teams.
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Financial reports
To find out more about the latest developments within Smith & Williamson and our financial performance, you can read our latest annual report and financial statements here.
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Culture and values
It’s not just what we do that matters, it’s how we do it. Our culture is about working together in the best interests of our clients.
Meeting your needs
Holistic
As a firm, we offer an unusually broad range of expertise to individuals and businesses spanning investment management, accountancy and tax meaning clients can have all their financial affairs expertly managed under one roof.
Accessible
We are approachable, professional, dedicated and proud of the firm's high standards that have enabled us to build enduring and positive client relationships.
Committed
Clients receive hands on support and advice from our partner-led teams who have invested in a genuine understanding of your requirements as well as the knowledge, connections and track record to deliver results.
Forward thinking
We seek not just to solve, but to anticipate the challenges clients face. Our insight programme condenses these issues and shines a light on solutions and new options for clients, meeting the challenges together.
Get in touch
Cedric Cruess Callaghan
Director, Investment Management
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