Smith & Williamson offer a range of services for individuals and families.

We offer investment management, tax advisory and personal financial planning to private clients.

Our personal services

 

Meeting your needs

 

Managing your investments

We provide a bespoke investment management service that is tailored to your needs and your financial goals.

Planning your retirement

Making the right decisions around planning your retirement is crucial. Smith & Williamson can help you make the right decisions to ensure security for you and your family.

Cash management

We can provide accounts in all major currencies, as well as settling investment transactions where necessary. Interest is calculated by reference to the base rate for the relevant currency.

Succession planning

Smith & Williamson have over 100 years of experience in helping small and family-owned businesses. Ensuring that you have an effective succession plan in place is critical to your business' future.