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

We offer investment management, tax advisory, personal financial planning and banking services 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.

Private banking

Our banking services are an efficient addition to a full-service portfolio, giving you access to cash management and payments, foreign exchange, loans and overdrafts.

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.