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.

Download Annual Report and Accounts 2019   View previous financial reports



Key highlights



Solid performance underpinned by our robust business model

Our commitment to client service...and our distinctive business model give us confidence in the group’s potential for continued growth.
Andrew Sykes, Non-Executive Chairman
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Andrew Sykes Non Executive Chairman Smith Williamson

Building on our strategy


The group made solid progress in the implementation of its strategic plan.
David Cobb and Kevin Stopps, Co-Chief Executives
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Steady growth with continued investment

The past financial year has seen steady growth in the group’s financial performance, with year-on-year growth in operating income of 4.3% and adjusted operating profit of 4.8%. To support the future development of the group, we have continued to invest in the group’s IT infrastructure.
Grant Hotson, Group Finance Director
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Grant Hotson Co Chief Executive Smith Williamson

What we do

Solutions for personal and business lifecycles



Preparing future finances

To start planning for the future, both practicality and vision are required. We help navigate today’s regulation and financial markets to build wealth for tomorrow.

Solutions include advice on:

  • Building wealth
  • Planning retirement
  • Managing taxes

Transferring wealth

Whether it’s passing wealth on to a loved one or supporting others that are close at heart, we help to ensure the sustainability of the next generation’s finances.

Solutions include advice on:

  • Leaving a legacy
  • Receiving a legacy
  • Gifting assets

Enhancing established businesses

As businesses mature, we offer a range of services to continue growth, raise new capital and open up new opportunities.

Solutions include advice on:

  • Succession planning
  • International expansion
  • MBOs/MBIs
  • Trade sales
  • IPOs
  • Financial planning following exit

Supporting entrepreneurship

Whether starting out for the first time or an
established entrepreneur, our experts help
clients set the foundations and strategy for

Solutions include advice on:

  • Strategy and structure
  • Financial outsourcing
  • Tax support and planning
  • Employee incentives
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