Annual Report and Accounts 2019
Smith & Williamson Holdings Limited report and financial statements for the year ended 30 April 2019
Launch of Smith & Williamson Europe in Dublin
Smith & Williamson increases its investment in Dublin with senior appointments and launch of S&W Europe.
Smith & Williamson Merger
Smith & Williamson Ireland and LHM Casey McGrath merge.
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.
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.
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.